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JBATX vs RLEFX
JBATX vs RLEFX Comparison
Open Charts JBATX vs RLEFX
JHancock Balanced R2
Price$29.39
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets5.72B
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JBATX vs RLEFX Comparison Chart
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JBATX vs. RLEFX commentary
Jun 07, 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: 243B vs. JBATX (5.72B). RLEFX pays higher dividends than JBATX: RLEFX (2.09) 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 : 7.31 vs. JBATX (5.15). JBATX return over 5 years is better than : 41.74 vs. RLEFX (35.83).
| 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 | 2.946 | 4.776 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.72B | 243B | 2% |
| Annual Yield % from dividends | 1.48 | 2.09 | 71% |
| Returns for 1 year | 5.15 | 7.31 | 70% |
| Returns for 3 years | 26.11 | 22.75 | 115% |
| Returns for 5 years | 41.74 | 35.83 | 116% |
| Returns for 10 years | 71.35 | N/A | - |