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JBATX vs RAMHX
JBATX vs RAMHX Comparison
Open Charts JBATX vs RAMHX
JHancock Balanced R2
Price$29.45
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets244.39B
JBATX vs RAMHX Comparison Chart
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JBATX vs. RAMHX commentary
Jun 16, 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 RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 244B vs. JBATX (5.75B). RAMHX (1.49) and JBATX (1.48) have matching dividends . JBATX was incepted earlier than RAMHX: JBATX (13 years) vs RAMHX (11 years). JBATX (1.13) is less costly to investors than RAMHX (1.04). JBATX is a more actively managed with annual turnover of: 67.00 vs. RAMHX (44.00). JBATX has a lower initial minimum investment than RAMHX: JBATX (0) vs RAMHX (250). RAMHX (4.81) and JBATX (4.77) have marching annual gain over last year. JBATX return over 5 years is better than : 45.69 vs. RAMHX (35.68).
| JBATX | RAMHX | JBATX / RAMHX | |
| Total Expense Ratio | 1.12 | 1.04 | 108% |
| Annual Report Gross Expense Ratio | 1.13 | 1.04 | 109% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 3.438 | 4.244 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 244B | 2% |
| Annual Yield % from dividends | 1.48 | 1.49 | 99% |
| Returns for 1 year | 4.77 | 4.81 | 99% |
| Returns for 3 years | 36.87 | 31.04 | 119% |
| Returns for 5 years | 45.69 | 35.68 | 128% |
| Returns for 10 years | 71.45 | 53.22 | 134% |
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