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JBATX vs RLBAX
JBATX vs RLBAX Comparison
Open Charts JBATX vs RLBAX
JHancock Balanced R2
Price$29.53
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JBATX vs RLBAX Comparison Chart in %
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JBATX vs. RLBAX commentary
Dec 29, 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 Hold and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. JBATX (6.32B). JBATX pays higher dividends than RLBAX: JBATX (1.37) vs RLBAX (1.07). 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: 67.00 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 : 8.49 vs. JBATX (3.00). RLBAX (30.80) and JBATX (29.50) have equivalent 5 years return.
| 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 | 4.551 | 10.082 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 269B | 2% |
| Annual Yield % from dividends | 1.37 | 1.07 | 129% |
| Returns for 1 year | 3.00 | 8.49 | 35% |
| Returns for 3 years | 36.77 | 35.20 | 104% |
| Returns for 5 years | 29.50 | 30.80 | 96% |
| Returns for 10 years | 85.20 | 65.43 | 130% |
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