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JBATX vs RLEFX
JBATX vs RLEFX Comparison
Open Charts JBATX vs RLEFX
JHancock Balanced R2
Price$27.73
Change+$0.45 (+1.65%)
VolumeN/A
Net Assets5.36B
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JBATX vs RLEFX Comparison Chart
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JBATX vs. RLEFX commentary
Apr 25, 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: 227B vs. JBATX (5.36B). RLEFX pays higher dividends than JBATX: RLEFX (2.16) vs JBATX (1.53). JBATX was incepted earlier than RLEFX: JBATX (13 years) vs RLEFX (9 years). JBATX (1.13) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JBATX (67.00). 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 : 4.35 vs. JBATX (1.49). JBATX return over 5 years is better than : 41.11 vs. RLEFX (36.87).
| JBATX | RLEFX | JBATX / RLEFX | |
| Total Expense Ratio | 1.12 | 0.40 | 280% |
| Annual Report Gross Expense Ratio | 1.13 | 0.40 | 282% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -4.184 | -1.485 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 227B | 2% |
| Annual Yield % from dividends | 1.53 | 2.16 | 71% |
| Returns for 1 year | 1.49 | 4.35 | 34% |
| Returns for 3 years | 16.07 | 14.97 | 107% |
| Returns for 5 years | 41.11 | 36.87 | 112% |
| Returns for 10 years | 56.68 | N/A | - |
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