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JBATX vs RLEFX
JBATX vs RLEFX Comparison
Open Charts JBATX vs RLEFX
JHancock Balanced R2
Price$32.14
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.25B
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
JBATX vs RLEFX Comparison Chart in %
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JBATX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. JBATX (6.25B). RLEFX pays higher dividends than JBATX: RLEFX (1.89) vs JBATX (1.40). JBATX was incepted earlier than RLEFX: JBATX (14 years) vs RLEFX (10 years). JBATX (1.13) is less costly to investors than RLEFX (0.39). JBATX is a more actively managed with annual turnover of: 67.00 vs. RLEFX (44.00). JBATX has a lower initial minimum investment than RLEFX: JBATX (0) vs RLEFX (250). JBATX annual gain was more profitable for investors over the last year : 12.80 vs. RLEFX (8.96). JBATX return over 5 years is better than : 45.33 vs. RLEFX (40.71).
| JBATX | RLEFX | JBATX / RLEFX | |
| Total Expense Ratio | 1.12 | 0.39 | 287% |
| Annual Report Gross Expense Ratio | 1.13 | 0.39 | 290% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 15.102 | 14.996 | 101% |
| 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 | 1.89 | 74% |
| Returns for 1 year | 12.80 | 8.96 | 143% |
| Returns for 3 years | 48.30 | 43.39 | 111% |
| Returns for 5 years | 45.33 | 40.71 | 111% |
| Returns for 10 years | 99.00 | N/A | - |
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