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JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$30.14
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets5.88B
American Funds American Balanced R5
Price$36.96
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
JBATX vs RLBFX Comparison Chart in %
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JBATX vs. RLBFX commentary
Jul 18, 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: 252B vs. JBATX (5.88B). RLBFX pays higher dividends than JBATX: RLBFX (2.10) 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 : 7.38 vs. JBATX (5.68). JBATX (42.78) and RLBFX (40.71) 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 | 13 years | 23 years | - |
| Gain YTD | 6.071 | 8.281 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 252B | 2% |
| Annual Yield % from dividends | 1.48 | 2.10 | 70% |
| Returns for 1 year | 5.68 | 7.38 | 77% |
| Returns for 3 years | 38.33 | 37.11 | 103% |
| Returns for 5 years | 42.78 | 40.71 | 105% |
| Returns for 10 years | 75.83 | 65.29 | 116% |
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