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JBATX vs RLBBX
JBATX vs RLBBX Comparison
Open Charts JBATX vs RLBBX
JHancock Balanced R2
Price$27.32
Change+$1.30 (+5.00%)
VolumeN/A
Net Assets5.12B
American Funds American Balanced R2
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets228.54B
JBATX vs RLBBX Comparison Chart
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JBATX vs. RLBBX commentary
Apr 11, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 229B vs. JBATX (5.12B). JBATX pays higher dividends than RLBBX: JBATX (1.53) vs RLBBX (1.27). JBATX was incepted earlier than RLBBX: JBATX (13 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than JBATX (1.13). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JBATX (67.00). JBATX has a lower initial minimum investment than RLBBX: JBATX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : -4.31 vs. JBATX (-5.45). JBATX return over 5 years is better than : 38.04 vs. RLBBX (26.14).
| JBATX | RLBBX | JBATX / RLBBX | |
| Total Expense Ratio | 1.12 | 1.33 | 84% |
| Annual Report Gross Expense Ratio | 1.13 | 1.33 | 85% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -8.610 | -7.136 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 229B | 2% |
| Annual Yield % from dividends | 1.53 | 1.27 | 121% |
| Returns for 1 year | -5.45 | -4.31 | 126% |
| Returns for 3 years | 6.64 | 3.16 | 211% |
| Returns for 5 years | 38.04 | 26.14 | 146% |
| Returns for 10 years | 50.22 | 34.16 | 147% |
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