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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$30.68
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
JBATX vs RLBAX Comparison Chart in %
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JBATX vs. RLBAX commentary
Aug 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. JBATX (5.99B). JBATX pays higher dividends than RLBAX: JBATX (1.46) vs RLBAX (1.17). JBATX was incepted earlier than RLBAX: JBATX (13 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JBATX (1.13). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). JBATX has a lower initial minimum investment than RLBAX: JBATX (0) vs RLBAX (250). JBATX annual gain was more profitable for investors over the last year : 8.96 vs. RLBAX (7.15). JBATX return over 5 years is better than : 42.42 vs. RLBAX (33.77).
| JBATX | RLBAX | JBATX / RLBAX | |
| Total Expense Ratio | 1.12 | 1.31 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.31 | 86% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 8.223 | 9.243 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.99B | 256B | 2% |
| Annual Yield % from dividends | 1.46 | 1.17 | 125% |
| Returns for 1 year | 8.96 | 7.15 | 125% |
| Returns for 3 years | 31.27 | 27.06 | 116% |
| Returns for 5 years | 42.42 | 33.77 | 126% |
| Returns for 10 years | 81.60 | 59.12 | 138% |
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