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JBATX vs RAMHX
JBATX vs RAMHX Comparison
Open Charts JBATX vs RAMHX
JHancock Balanced R2
Price$30.50
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JBATX vs RAMHX Comparison Chart in %
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JBATX vs. RAMHX commentary
Jul 28, 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: 254B vs. JBATX (5.96B). JBATX (1.48) and RAMHX (1.43) 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). JBATX (10.21) and RAMHX (9.75) have marching annual gain over last year. JBATX return over 5 years is better than : 44.63 vs. RAMHX (36.97).
| 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 | 7.588 | 8.742 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 254B | 2% |
| Annual Yield % from dividends | 1.48 | 1.43 | 103% |
| Returns for 1 year | 10.21 | 9.75 | 105% |
| Returns for 3 years | 38.29 | 33.15 | 116% |
| Returns for 5 years | 44.63 | 36.97 | 121% |
| Returns for 10 years | 80.34 | 60.29 | 133% |
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