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JBATX vs RLBGX
JBATX vs RLBGX Comparison
Open Charts JBATX vs RLBGX
JHancock Balanced R2
Price$27.32
Change+$1.30 (+5.00%)
VolumeN/A
Net Assets5.12B
American Funds American Balanced R6
Price$33.49
Change+$1.63 (+5.12%)
VolumeN/A
Net Assets217.49B
JBATX vs RLBGX Comparison Chart
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JBATX vs. RLBGX commentary
Apr 11, 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: 217B vs. JBATX (5.12B). RLBGX pays higher dividends than JBATX: RLBGX (2.31) vs JBATX (1.53). 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). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JBATX (67.00). 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 : -3.25 vs. JBATX (-5.45). JBATX return over 5 years is better than : 38.04 vs. RLBGX (32.03).
| 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 | -8.610 | -6.882 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 217B | 2% |
| Annual Yield % from dividends | 1.53 | 2.31 | 66% |
| Returns for 1 year | -5.45 | -3.25 | 168% |
| Returns for 3 years | 6.64 | 5.85 | 114% |
| Returns for 5 years | 38.04 | 32.03 | 119% |
| Returns for 10 years | 50.22 | 42.65 | 118% |