JBATX
Price
$30.50
Change
+$0.09 (+0.30%)
Updated
Jul 25 closing price
Net Assets
5.96B
RLBGX
Price
$37.23
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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JBATX vs RLBGX

Header iconJBATX vs RLBGX Comparison
Open Charts JBATX vs RLBGXBanner chart's image
JHancock Balanced R2
Price$30.50
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JBATX vs RLBGX Comparison Chart in %
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JBATX vs. RLBGX commentary
Jul 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 Buy and RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. JBATX (5.96B). 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 (10.64) and JBATX (10.21) have marching annual gain over last year. JBATX return over 5 years is better than : 44.63 vs. RLBGX (41.65).
JBATXRLBGXJBATX / RLBGX
Total Expense Ratio1.120.25448%
Annual Report Gross Expense Ratio1.130.25452%
Fund Existence13 years16 years-
Gain YTD7.5889.22882%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets5.96B254B2%
Annual Yield % from dividends1.482.1569%
Returns for 1 year10.2110.6496%
Returns for 3 years38.2935.96106%
Returns for 5 years44.6341.65107%
Returns for 10 years80.3468.54117%
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