Interact to see
Advertisement
Advertisement
JBATX vs RLEFX
JBATX vs RLEFX Comparison
Open Charts JBATX vs RLEFX
JHancock Balanced R2
Price$30.14
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets5.88B
American Funds American Balanced R5E
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
JBATX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBATX vs. RLEFX commentary
Jul 18, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. JBATX (5.88B). RLEFX pays higher dividends than JBATX: RLEFX (2.01) vs JBATX (1.48). JBATX was incepted earlier than RLEFX: JBATX (13 years) vs RLEFX (10 years). JBATX (1.13) is less costly to investors than RLEFX (0.39). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLEFX (44.00). 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 : 7.26 vs. JBATX (5.68). JBATX return over 5 years is better than : 42.78 vs. RLEFX (40.12).
| JBATX | RLEFX | JBATX / RLEFX | |
| Total Expense Ratio | 1.12 | 0.39 | 287% |
| Annual Report Gross Expense Ratio | 1.13 | 0.39 | 290% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 6.071 | 8.252 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 252B | 2% |
| Annual Yield % from dividends | 1.48 | 2.01 | 73% |
| Returns for 1 year | 5.68 | 7.26 | 78% |
| Returns for 3 years | 38.33 | 36.77 | 104% |
| Returns for 5 years | 42.78 | 40.12 | 107% |
| Returns for 10 years | 75.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement