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JBATX vs RLBBX
JBATX vs RLBBX Comparison
Open Charts JBATX vs RLBBX
JHancock Balanced R2
Price$29.53
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets6.32B
American Funds American Balanced R2
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JBATX vs RLBBX Comparison Chart in %
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JBATX vs. RLBBX commentary
Dec 28, 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 RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. JBATX (6.32B). JBATX pays higher dividends than RLBBX: JBATX (1.37) vs RLBBX (1.07). 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). RLBBX annual gain was more profitable for investors over the last year : 8.48 vs. JBATX (3.00). RLBBX (30.82) and JBATX (29.50) have equivalent 5 years return.
| 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 | 4.551 | 10.077 | 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 | 128% |
| Returns for 1 year | 3.00 | 8.48 | 35% |
| Returns for 3 years | 36.77 | 35.20 | 104% |
| Returns for 5 years | 29.50 | 30.82 | 96% |
| Returns for 10 years | 85.20 | 65.48 | 130% |
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