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JBATX vs RLEFX
JBATX vs RLEFX Comparison
Open Charts JBATX vs RLEFX
JHancock Balanced R2
Price$28.91
Change-$0.24 (-0.82%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
JBATX vs RLEFX Comparison Chart
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JBATX vs. RLEFX commentary
Nov 18, 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. JBATX (5.53B). 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 : 21.09 vs. JBATX (18.35). JBATX return over 5 years is better than : 44.06 vs. RLEFX (35.95).
| 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 | 11.611 | 14.211 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 236B | 2% |
| Annual Yield % from dividends | 1.23 | 2.42 | 51% |
| Returns for 1 year | 18.35 | 21.09 | 87% |
| Returns for 3 years | 9.35 | 10.95 | 85% |
| Returns for 5 years | 44.06 | 35.95 | 123% |
| Returns for 10 years | 63.84 | N/A | - |
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