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JBATX vs RLBGX
JBATX vs RLBGX Comparison
Open Charts JBATX vs RLBGX
JHancock Balanced R2
Price$28.26
Change-$0.33 (-1.15%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.86
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
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JBATX vs RLBGX Comparison Chart
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JBATX vs. RLBGX commentary
Sep 08, 2024
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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 228B vs. JBATX (5.36B). RLBGX pays higher dividends than JBATX: RLBGX (2.55) vs JBATX (1.23). JBATX was incepted earlier than RLBGX: JBATX (13 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JBATX (62.00). JBATX has a lower initial minimum investment than RLBGX: JBATX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 19.22 vs. JBATX (17.59). JBATX return over 5 years is better than : 45.42 vs. RLBGX (37.12).
| JBATX | RLBGX | JBATX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 9.956 | 11.144 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 228B | 2% |
| Annual Yield % from dividends | 1.23 | 2.55 | 48% |
| Returns for 1 year | 17.59 | 19.22 | 92% |
| Returns for 3 years | 8.05 | 9.78 | 82% |
| Returns for 5 years | 45.42 | 37.12 | 122% |
| Returns for 10 years | 63.42 | 51.65 | 123% |
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