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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$30.03
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets5.87B
American Funds American Balanced R1
Price$36.17
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
JBATX vs RLBAX Comparison Chart in %
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JBATX vs. RLBAX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 249B vs. JBATX (5.87B). JBATX pays higher dividends than RLBAX: JBATX (1.48) vs RLBAX (1.23). JBATX was incepted earlier than RLBAX: JBATX (13 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). RLBAX annual gain was more profitable for investors over the last year : 6.77 vs. JBATX (6.44). JBATX return over 5 years is better than : 48.72 vs. RLBAX (38.62).
| JBATX | RLBAX | JBATX / RLBAX | |
| Total Expense Ratio | 1.12 | 1.31 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.31 | 86% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 5.719 | 6.620 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 249B | 2% |
| Annual Yield % from dividends | 1.48 | 1.23 | 120% |
| Returns for 1 year | 6.44 | 6.77 | 95% |
| Returns for 3 years | 38.36 | 31.51 | 122% |
| Returns for 5 years | 48.72 | 38.62 | 126% |
| Returns for 10 years | 78.06 | 57.01 | 137% |
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