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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$29.86
Change-$1.92 (-6.04%)
VolumeN/A
Net Assets6.39B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
JBATX vs RLBAX Comparison Chart in %
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JBATX vs. RLBAX commentary
Feb 05, 2026
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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. JBATX (6.4B). JBATX pays higher dividends than RLBAX: JBATX (1.47) vs RLBAX (1.22). JBATX was incepted earlier than RLBAX: JBATX (14 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than JBATX (1.13). JBATX is a more actively managed with annual turnover of: 71.00 vs. RLBAX (44.00). JBATX has a lower initial minimum investment than RLBAX: JBATX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. JBATX (3.39). RLBAX return over 5 years is better than : 31.35 vs. JBATX (27.90).
| JBATX | RLBAX | JBATX / RLBAX | |
| Total Expense Ratio | 1.12 | 1.31 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.31 | 86% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 1.807 | 2.371 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 270B | 2% |
| Annual Yield % from dividends | 1.47 | 1.22 | 121% |
| Returns for 1 year | 3.39 | 10.45 | 32% |
| Returns for 3 years | 32.45 | 33.63 | 96% |
| Returns for 5 years | 27.90 | 31.35 | 89% |
| Returns for 10 years | 101.38 | 79.34 | 128% |
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