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JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$30.03
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets5.87B
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
JBATX vs RLBFX Comparison Chart in %
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JBATX vs. RLBFX commentary
Jun 28, 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: 249B vs. JBATX (5.87B). 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 : 7.90 vs. JBATX (6.44). JBATX return over 5 years is better than : 48.72 vs. RLBFX (44.86).
| 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 | 5.719 | 7.138 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 249B | 2% |
| Annual Yield % from dividends | 1.48 | 2.18 | 68% |
| Returns for 1 year | 6.44 | 7.90 | 82% |
| Returns for 3 years | 38.36 | 35.14 | 109% |
| Returns for 5 years | 48.72 | 44.86 | 109% |
| Returns for 10 years | 78.06 | 67.01 | 116% |
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