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JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$31.96
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets6.19B
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
JBATX vs RLBFX Comparison Chart in %
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JBATX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. JBATX (6.19B). RLBFX pays higher dividends than JBATX: RLBFX (1.97) vs JBATX (1.40). JBATX was incepted earlier than RLBFX: JBATX (14 years) vs RLBFX (24 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 : 11.39 vs. RLBFX (9.32). JBATX return over 5 years is better than : 42.65 vs. RLBFX (40.53).
| JBATX | RLBFX | JBATX / RLBFX | |
| Total Expense Ratio | 1.12 | 0.29 | 386% |
| Annual Report Gross Expense Ratio | 1.13 | 0.29 | 390% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 12.694 | 14.331 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.19B | 263B | 2% |
| Annual Yield % from dividends | 1.40 | 1.97 | 71% |
| Returns for 1 year | 11.39 | 9.32 | 122% |
| Returns for 3 years | 44.94 | 42.18 | 107% |
| Returns for 5 years | 42.65 | 40.53 | 105% |
| Returns for 10 years | 91.47 | 74.39 | 123% |
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