Interact to see
Advertisement
Advertisement
JBATX vs RLBBX
JBATX vs RLBBX Comparison
Open Charts JBATX vs RLBBX
JHancock Balanced R2
Price$31.83
Change-$0.12 (-0.38%)
VolumeN/A
Net Assets6.22B
American Funds American Balanced R2
Price$38.34
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
JBATX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBATX vs. RLBBX commentary
Nov 20, 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 Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 264B vs. JBATX (6.22B). JBATX pays higher dividends than RLBBX: JBATX (1.40) vs RLBBX (1.09). JBATX was incepted earlier than RLBBX: JBATX (14 years) vs RLBBX (24 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 : 11.85 vs. RLBBX (7.99). JBATX return over 5 years is better than : 42.83 vs. RLBBX (33.81).
| 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 | 24 years | - |
| Gain YTD | 13.119 | 12.995 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 264B | 2% |
| Annual Yield % from dividends | 1.40 | 1.09 | 129% |
| Returns for 1 year | 11.85 | 7.99 | 148% |
| Returns for 3 years | 45.49 | 37.73 | 121% |
| Returns for 5 years | 42.83 | 33.81 | 127% |
| Returns for 10 years | 92.19 | 63.05 | 146% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers