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JBATX vs RLBGX
JBATX vs RLBGX Comparison
Open Charts JBATX vs RLBGX
JHancock Balanced R2
Price$29.37
Change-$0.70 (-2.33%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.27
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JBATX vs RLBGX Comparison Chart
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JBATX vs. RLBGX commentary
Dec 19, 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 StrongBuy and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. JBATX (5.76B). RLBGX pays higher dividends than JBATX: RLBGX (2.55) vs JBATX (1.23). JBATX was incepted earlier than RLBGX: JBATX (13 years) vs RLBGX (16 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). JBATX annual gain was more profitable for investors over the last year : 13.87 vs. RLBGX (10.09). JBATX return over 5 years is better than : 44.65 vs. RLBGX (31.49).
| JBATX | RLBGX | JBATX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 13.387 | 9.609 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.76B | 241B | 2% |
| Annual Yield % from dividends | 1.23 | 2.55 | 48% |
| Returns for 1 year | 13.87 | 10.09 | 137% |
| Returns for 3 years | 13.75 | 10.27 | 134% |
| Returns for 5 years | 44.65 | 31.49 | 142% |
| Returns for 10 years | 71.38 | 46.18 | 155% |