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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$32.14
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.25B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
JBATX vs RLBAX Comparison Chart in %
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JBATX vs. RLBAX commentary
Nov 14, 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: 269B vs. JBATX (6.25B). JBATX pays higher dividends than RLBAX: JBATX (1.40) vs RLBAX (1.08). JBATX was incepted earlier than RLBAX: JBATX (14 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 : 11.56 vs. RLBAX (9.08). JBATX return over 5 years is better than : 43.68 vs. RLBAX (36.92).
| 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 | 23 years | - |
| Gain YTD | 13.792 | 15.481 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 269B | 2% |
| Annual Yield % from dividends | 1.40 | 1.08 | 129% |
| Returns for 1 year | 11.56 | 9.08 | 127% |
| Returns for 3 years | 47.32 | 40.52 | 117% |
| Returns for 5 years | 43.68 | 36.92 | 118% |
| Returns for 10 years | 94.81 | 69.99 | 135% |
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