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JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$27.03
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets5.32B
American Funds American Balanced R5
Price$33.17
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets226.04B
JBATX vs RLBFX Comparison Chart
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JBATX vs. RLBFX commentary
Apr 14, 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: 226B vs. JBATX (5.32B). RLBFX pays higher dividends than JBATX: RLBFX (2.26) vs JBATX (1.53). JBATX was incepted earlier than RLBFX: JBATX (13 years) vs RLBFX (23 years). JBATX (1.13) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JBATX (67.00). 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 : 1.19 vs. JBATX (-1.28). JBATX return over 5 years is better than : 43.40 vs. RLBFX (37.06).
| JBATX | RLBFX | JBATX / RLBFX | |
| Total Expense Ratio | 1.12 | 0.30 | 373% |
| Annual Report Gross Expense Ratio | 1.13 | 0.30 | 377% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -5.062 | -3.179 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.32B | 226B | 2% |
| Annual Yield % from dividends | 1.53 | 2.26 | 68% |
| Returns for 1 year | -1.28 | 1.19 | -108% |
| Returns for 3 years | 12.43 | 11.14 | 112% |
| Returns for 5 years | 43.40 | 37.06 | 117% |
| Returns for 10 years | 55.97 | 48.21 | 116% |