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JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$31.83
Change+$0.16 (+0.51%)
VolumeN/A
Net Assets6.16B
American Funds American Balanced R5
Price$39.35
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
JBATX vs RLBFX Comparison Chart in %
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JBATX vs. RLBFX commentary
Oct 21, 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: 266B vs. JBATX (6.16B). RLBFX pays higher dividends than JBATX: RLBFX (2.00) vs JBATX (1.43). 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 : 10.30 vs. RLBFX (9.71). RLBFX (46.28) and JBATX (45.31) 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 | 12.128 | 15.683 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.16B | 266B | 2% |
| Annual Yield % from dividends | 1.43 | 2.00 | 72% |
| Returns for 1 year | 10.30 | 9.71 | 106% |
| Returns for 3 years | 50.73 | 52.23 | 97% |
| Returns for 5 years | 45.31 | 46.28 | 98% |
| Returns for 10 years | 90.51 | 76.87 | 118% |
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