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JBATX vs RLBGX
JBATX vs RLBGX Comparison
Open Charts JBATX vs RLBGX
JHancock Balanced R2
Price$30.26
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JBATX vs RLBGX Comparison Chart in %
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JBATX vs. RLBGX commentary
Jul 06, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. JBATX (5.92B). RLBGX pays higher dividends than JBATX: RLBGX (2.15) vs JBATX (1.48). JBATX was incepted earlier than RLBGX: JBATX (13 years) vs RLBGX (16 years). JBATX (1.13) is less costly to investors than RLBGX (0.25). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLBGX (44.00). JBATX has a lower initial minimum investment than RLBGX: JBATX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. JBATX (7.06). JBATX return over 5 years is better than : 46.98 vs. RLBGX (43.50).
| JBATX | RLBGX | JBATX / RLBGX | |
| Total Expense Ratio | 1.12 | 0.25 | 448% |
| Annual Report Gross Expense Ratio | 1.13 | 0.25 | 452% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 6.742 | 8.259 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.92B | 252B | 2% |
| Annual Yield % from dividends | 1.48 | 2.15 | 69% |
| Returns for 1 year | 7.06 | 8.24 | 86% |
| Returns for 3 years | 39.33 | 36.31 | 108% |
| Returns for 5 years | 46.98 | 43.50 | 108% |
| Returns for 10 years | 79.78 | 68.54 | 116% |
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