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JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$30.37
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets5.95B
American Funds American Balanced R5
Price$37.12
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
JBATX vs RLBFX Comparison Chart in %
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JBATX vs. RLBFX commentary
Aug 08, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 253B vs. JBATX (5.95B). RLBFX pays higher dividends than JBATX: RLBFX (2.08) vs JBATX (1.46). JBATX was incepted earlier than RLBFX: JBATX (13 years) vs RLBFX (23 years). JBATX (1.13) is less costly to investors than RLBFX (0.29). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). JBATX has a lower initial minimum investment than RLBFX: JBATX (0) vs RLBFX (250). JBATX annual gain was more profitable for investors over the last year : 12.50 vs. RLBFX (11.75). JBATX return over 5 years is better than : 41.09 vs. RLBFX (38.32).
| JBATX | RLBFX | JBATX / RLBFX | |
| Total Expense Ratio | 1.12 | 0.29 | 386% |
| Annual Report Gross Expense Ratio | 1.13 | 0.29 | 390% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 7.447 | 8.750 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95B | 253B | 2% |
| Annual Yield % from dividends | 1.46 | 2.08 | 70% |
| Returns for 1 year | 12.50 | 11.75 | 106% |
| Returns for 3 years | 33.79 | 31.94 | 106% |
| Returns for 5 years | 41.09 | 38.32 | 107% |
| Returns for 10 years | 79.63 | 66.67 | 119% |
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