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JBATX vs RLEFX
JBATX vs RLEFX Comparison
Open Charts JBATX vs RLEFX
JHancock Balanced R2
Price$32.75
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets6.36B
American Funds American Balanced R5E
Price$39.83
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JBATX vs RLEFX Comparison Chart in %
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JBATX vs. RLEFX commentary
Dec 04, 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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. JBATX (6.37B). RLEFX pays higher dividends than JBATX: RLEFX (1.86) vs JBATX (1.37). 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 : 11.59 vs. RLEFX (9.49). JBATX return over 5 years is better than : 43.54 vs. RLEFX (40.25).
| 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 | 15.456 | 16.793 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.37B | 269B | 2% |
| Annual Yield % from dividends | 1.37 | 1.86 | 74% |
| Returns for 1 year | 11.59 | 9.49 | 122% |
| Returns for 3 years | 45.20 | 40.99 | 110% |
| Returns for 5 years | 43.54 | 40.25 | 108% |
| Returns for 10 years | 96.48 | 76.50 | 126% |
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