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JBATX vs RLBGX
JBATX vs RLBGX Comparison
Open Charts JBATX vs RLBGX
JHancock Balanced R2
Price$29.39
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JBATX vs RLBGX Comparison Chart
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JBATX vs. RLBGX commentary
Jun 07, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 243B vs. JBATX (5.72B). RLBGX pays higher dividends than JBATX: RLBGX (2.23) vs JBATX (1.48). JBATX was incepted earlier than RLBGX: JBATX (13 years) vs RLBGX (16 years). JBATX (1.13) is less costly to investors than RLBGX (0.25). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLBGX (44.00). 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 : 7.49 vs. JBATX (5.15). JBATX return over 5 years is better than : 41.74 vs. RLBGX (36.69).
| JBATX | RLBGX | JBATX / RLBGX | |
| Total Expense Ratio | 1.12 | 0.25 | 448% |
| Annual Report Gross Expense Ratio | 1.13 | 0.25 | 452% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 2.946 | 4.838 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.48 | 2.23 | 66% |
| Returns for 1 year | 5.15 | 7.49 | 69% |
| Returns for 3 years | 26.11 | 23.19 | 113% |
| Returns for 5 years | 41.74 | 36.69 | 114% |
| Returns for 10 years | 71.35 | 62.42 | 114% |
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