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JBATX vs RLBBX
JBATX vs RLBBX Comparison
Open Charts JBATX vs RLBBX
JHancock Balanced R2
Price$31.83
Change+$0.16 (+0.51%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R2
Price$38.93
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
JBATX vs RLBBX Comparison Chart in %
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JBATX vs. RLBBX commentary
Oct 21, 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: 266B vs. JBATX (6.16B). JBATX pays higher dividends than RLBBX: JBATX (1.43) vs RLBBX (1.11). JBATX was incepted earlier than RLBBX: JBATX (14 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than JBATX (1.13). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). JBATX has a lower initial minimum investment than RLBBX: JBATX (0) vs RLBBX (250). JBATX annual gain was more profitable for investors over the last year : 10.30 vs. RLBBX (8.53). JBATX return over 5 years is better than : 45.31 vs. RLBBX (39.99).
| JBATX | RLBBX | JBATX / RLBBX | |
| Total Expense Ratio | 1.12 | 1.32 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.32 | 86% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 12.128 | 14.734 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 266B | 2% |
| Annual Yield % from dividends | 1.43 | 1.11 | 129% |
| Returns for 1 year | 10.30 | 8.53 | 121% |
| Returns for 3 years | 50.73 | 47.80 | 106% |
| Returns for 5 years | 45.31 | 39.99 | 113% |
| Returns for 10 years | 90.51 | 65.82 | 138% |
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