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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$29.16
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JBATX vs RLBAX Comparison Chart
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JBATX vs. RLBAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JBATX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. JBATX (5.75B). RLBAX pays higher dividends than JBATX: RLBAX (1.59) vs JBATX (1.23). JBATX was incepted earlier than RLBAX: JBATX (13 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. JBATX (62.00). JBATX has a lower initial minimum investment than RLBAX: JBATX (0) vs RLBAX (250). JBATX annual gain was more profitable for investors over the last year : 9.02 vs. RLBAX (8.36). JBATX return over 5 years is better than : 40.79 vs. RLBAX (26.04).
| JBATX | RLBAX | JBATX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.137 | 2.764 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 242B | 2% |
| Annual Yield % from dividends | 1.23 | 1.59 | 77% |
| Returns for 1 year | 9.02 | 8.36 | 108% |
| Returns for 3 years | 20.54 | 15.63 | 131% |
| Returns for 5 years | 40.79 | 26.04 | 157% |
| Returns for 10 years | 67.94 | 46.53 | 146% |
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