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JBATX vs RLBBX
JBATX vs RLBBX Comparison
Open Charts JBATX vs RLBBX
JHancock Balanced R2
Price$29.16
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JBATX vs RLBBX Comparison Chart
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JBATX vs. RLBBX 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 RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. JBATX (5.75B). RLBBX pays higher dividends than JBATX: RLBBX (1.58) vs JBATX (1.23). JBATX was incepted earlier than RLBBX: JBATX (13 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JBATX (62.00). 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 : 9.02 vs. RLBBX (8.38). JBATX return over 5 years is better than : 40.79 vs. RLBBX (26.03).
| JBATX | RLBBX | JBATX / RLBBX | |
| 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 | 2.761 | 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 | 1.58 | 77% |
| Returns for 1 year | 9.02 | 8.38 | 108% |
| Returns for 3 years | 20.54 | 15.67 | 131% |
| Returns for 5 years | 40.79 | 26.03 | 157% |
| Returns for 10 years | 67.94 | 46.57 | 146% |
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