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JBATX vs RLEFX
JBATX vs RLEFX Comparison
Open Charts JBATX vs RLEFX
JHancock Balanced R2
Price$28.26
Change-$0.33 (-1.15%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.80
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
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JBATX vs RLEFX Comparison Chart
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JBATX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 228B vs. JBATX (5.36B). RLEFX pays higher dividends than JBATX: RLEFX (2.42) vs JBATX (1.23). JBATX was incepted earlier than RLEFX: JBATX (13 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JBATX (62.00). JBATX has a lower initial minimum investment than RLEFX: JBATX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 19.03 vs. JBATX (17.59). JBATX return over 5 years is better than : 45.42 vs. RLEFX (36.32).
| JBATX | RLEFX | JBATX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 9.956 | 11.009 | 90% |
| 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 | 2.42 | 51% |
| Returns for 1 year | 17.59 | 19.03 | 92% |
| Returns for 3 years | 8.05 | 9.43 | 85% |
| Returns for 5 years | 45.42 | 36.32 | 125% |
| Returns for 10 years | 63.42 | N/A | - |
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