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JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$31.21
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets6.07B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JBATX vs RLBFX Comparison Chart in %
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JBATX vs. RLBFX commentary
Sep 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 258B vs. JBATX (6.07B). RLBFX pays higher dividends than JBATX: RLBFX (2.05) vs JBATX (1.44). JBATX was incepted earlier than RLBFX: JBATX (14 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 : 10.88 vs. RLBFX (10.28). JBATX (42.93) and RLBFX (41.46) have equivalent 5 years return.
| 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 | 23 years | - |
| Gain YTD | 10.093 | 11.562 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.07B | 258B | 2% |
| Annual Yield % from dividends | 1.44 | 2.05 | 70% |
| Returns for 1 year | 10.88 | 10.28 | 106% |
| Returns for 3 years | 43.00 | 40.92 | 105% |
| Returns for 5 years | 42.93 | 41.46 | 104% |
| Returns for 10 years | 91.67 | 78.40 | 117% |
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