Interact to see
Advertisement
Advertisement
JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$32.14
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.25B
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JBATX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBATX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. JBATX (6.25B). RLBFX pays higher dividends than JBATX: RLBFX (1.97) vs JBATX (1.40). JBATX was incepted earlier than RLBFX: JBATX (14 years) vs RLBFX (24 years). JBATX (1.13) is less costly to investors than RLBFX (0.29). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). JBATX has a lower initial minimum investment than RLBFX: JBATX (0) vs RLBFX (250). JBATX annual gain was more profitable for investors over the last year : 12.80 vs. RLBFX (10.28). JBATX return over 5 years is better than : 45.33 vs. RLBFX (43.06).
| JBATX | RLBFX | JBATX / RLBFX | |
| Total Expense Ratio | 1.12 | 0.29 | 386% |
| Annual Report Gross Expense Ratio | 1.13 | 0.29 | 390% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 15.102 | 16.507 | 91% |
| 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 | 1.97 | 71% |
| Returns for 1 year | 12.80 | 10.28 | 125% |
| Returns for 3 years | 48.30 | 44.74 | 108% |
| Returns for 5 years | 45.33 | 43.06 | 105% |
| Returns for 10 years | 99.00 | 81.39 | 122% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers