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JBATX vs RLBBX
JBATX vs RLBBX Comparison
Open Charts JBATX vs RLBBX
JHancock Balanced R2
Price$30.68
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JBATX vs RLBBX Comparison Chart in %
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JBATX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. JBATX (5.99B). JBATX pays higher dividends than RLBBX: JBATX (1.46) vs RLBBX (1.16). JBATX was incepted earlier than RLBBX: JBATX (13 years) vs RLBBX (23 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 : 8.96 vs. RLBBX (7.14). JBATX return over 5 years is better than : 42.42 vs. RLBBX (33.77).
| JBATX | RLBBX | JBATX / RLBBX | |
| Total Expense Ratio | 1.12 | 1.32 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.32 | 86% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 8.223 | 9.234 | 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 | 1.16 | 126% |
| Returns for 1 year | 8.96 | 7.14 | 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 | 59.09 | 138% |
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