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JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$29.39
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
JBATX vs RLBFX Comparison Chart
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JBATX vs. RLBFX commentary
Jun 07, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 243B vs. JBATX (5.72B). RLBFX pays higher dividends than JBATX: RLBFX (2.18) vs JBATX (1.48). 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). RLBFX annual gain was more profitable for investors over the last year : 7.43 vs. JBATX (5.15). JBATX return over 5 years is better than : 41.74 vs. RLBFX (36.46).
| 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 | 2.946 | 4.819 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.48 | 2.18 | 68% |
| Returns for 1 year | 5.15 | 7.43 | 69% |
| Returns for 3 years | 26.11 | 23.09 | 113% |
| Returns for 5 years | 41.74 | 36.46 | 114% |
| Returns for 10 years | 71.35 | 62.07 | 115% |
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