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JBATX vs RLBFX
JBATX vs RLBFX Comparison
Open Charts JBATX vs RLBFX
JHancock Balanced R2
Price$29.86
Change-$1.92 (-6.04%)
VolumeN/A
Net Assets6.39B
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
JBATX vs RLBFX Comparison Chart in %
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JBATX vs. RLBFX commentary
Feb 05, 2026
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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. JBATX (6.4B). RLBFX pays higher dividends than JBATX: RLBFX (2.13) vs JBATX (1.47). 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: 71.00 vs. RLBFX (44.00). JBATX has a lower initial minimum investment than RLBFX: JBATX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 11.69 vs. JBATX (3.39). RLBFX return over 5 years is better than : 37.38 vs. JBATX (27.90).
| 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 | 1.807 | 2.503 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 270B | 2% |
| Annual Yield % from dividends | 1.47 | 2.13 | 69% |
| Returns for 1 year | 3.39 | 11.69 | 29% |
| Returns for 3 years | 32.45 | 38.02 | 85% |
| Returns for 5 years | 27.90 | 37.38 | 75% |
| Returns for 10 years | 101.38 | 91.94 | 110% |
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