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JBATX vs RLBBX
JBATX vs RLBBX Comparison
Open Charts JBATX vs RLBBX
JHancock Balanced R2
Price$32.51
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets6.33B
American Funds American Balanced R2
Price$39.19
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
JBATX vs RLBBX Comparison Chart in %
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JBATX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 268B vs. JBATX (6.33B). JBATX pays higher dividends than RLBBX: JBATX (1.40) vs RLBBX (1.09). JBATX was incepted earlier than RLBBX: JBATX (14 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than JBATX (1.13). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). JBATX has a lower initial minimum investment than RLBBX: JBATX (0) vs RLBBX (250). JBATX annual gain was more profitable for investors over the last year : 12.80 vs. RLBBX (9.11). JBATX return over 5 years is better than : 45.33 vs. RLBBX (36.96).
| JBATX | RLBBX | JBATX / RLBBX | |
| Total Expense Ratio | 1.12 | 1.32 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.32 | 86% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 15.102 | 15.500 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 268B | 2% |
| Annual Yield % from dividends | 1.40 | 1.09 | 129% |
| Returns for 1 year | 12.80 | 9.11 | 141% |
| Returns for 3 years | 48.30 | 40.59 | 119% |
| Returns for 5 years | 45.33 | 36.96 | 123% |
| Returns for 10 years | 99.00 | 70.07 | 141% |
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