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JBATX vs RLBGX
JBATX vs RLBGX Comparison
Open Charts JBATX vs RLBGX
JHancock Balanced R2
Price$30.03
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets5.87B
American Funds American Balanced R6
Price$36.53
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
JBATX vs RLBGX Comparison Chart in %
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JBATX vs. RLBGX commentary
Jun 28, 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: 249B vs. JBATX (5.87B). 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 : 7.96 vs. JBATX (6.44). JBATX return over 5 years is better than : 48.72 vs. RLBGX (45.12).
| 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 | 5.719 | 7.174 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.87B | 249B | 2% |
| Annual Yield % from dividends | 1.48 | 2.23 | 66% |
| Returns for 1 year | 6.44 | 7.96 | 81% |
| Returns for 3 years | 38.36 | 35.31 | 109% |
| Returns for 5 years | 48.72 | 45.12 | 108% |
| Returns for 10 years | 78.06 | 67.39 | 116% |
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