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JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$29.16
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JBATX vs RLBFX Comparison Chart
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JBATX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. JBATX (5.75B). RLBFX pays higher dividends than JBATX: RLBFX (2.50) vs JBATX (1.23). JBATX was incepted earlier than RLBFX: JBATX (13 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JBATX (62.00). 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 : 9.54 vs. JBATX (9.02). JBATX return over 5 years is better than : 40.79 vs. RLBFX (31.70).
| JBATX | RLBFX | JBATX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 2.137 | 2.908 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 242B | 2% |
| Annual Yield % from dividends | 1.23 | 2.50 | 49% |
| Returns for 1 year | 9.02 | 9.54 | 95% |
| Returns for 3 years | 20.54 | 18.32 | 112% |
| Returns for 5 years | 40.79 | 31.70 | 129% |
| Returns for 10 years | 67.94 | 55.11 | 123% |