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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$31.21
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets6.07B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JBATX vs RLBAX Comparison Chart in %
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JBATX vs. RLBAX commentary
Sep 07, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 258B vs. JBATX (6.07B). JBATX pays higher dividends than RLBAX: JBATX (1.44) vs RLBAX (1.15). JBATX was incepted earlier than RLBAX: JBATX (14 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JBATX (1.13). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). 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 : 10.88 vs. RLBAX (9.12). JBATX return over 5 years is better than : 42.93 vs. RLBAX (35.40).
| JBATX | RLBAX | JBATX / RLBAX | |
| Total Expense Ratio | 1.12 | 1.31 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.31 | 86% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.093 | 10.805 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.07B | 258B | 2% |
| Annual Yield % from dividends | 1.44 | 1.15 | 125% |
| Returns for 1 year | 10.88 | 9.12 | 119% |
| Returns for 3 years | 43.00 | 37.15 | 116% |
| Returns for 5 years | 42.93 | 35.40 | 121% |
| Returns for 10 years | 91.67 | 67.71 | 135% |
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