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JBATX vs RLEFX
JBATX vs RLEFX Comparison
Open Charts JBATX vs RLEFX
JHancock Balanced R2
Price$30.50
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JBATX vs RLEFX Comparison Chart in %
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JBATX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. JBATX (5.96B). RLEFX pays higher dividends than JBATX: RLEFX (2.01) vs JBATX (1.48). JBATX was incepted earlier than RLEFX: JBATX (13 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). RLEFX (10.46) and JBATX (10.21) have marching annual gain over last year. JBATX return over 5 years is better than : 44.63 vs. RLEFX (40.77).
| JBATX | RLEFX | JBATX / RLEFX | |
| Total Expense Ratio | 1.12 | 0.39 | 287% |
| Annual Report Gross Expense Ratio | 1.13 | 0.39 | 290% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 7.588 | 9.133 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.96B | 254B | 2% |
| Annual Yield % from dividends | 1.48 | 2.01 | 73% |
| Returns for 1 year | 10.21 | 10.46 | 98% |
| Returns for 3 years | 38.29 | 35.42 | 108% |
| Returns for 5 years | 44.63 | 40.77 | 109% |
| Returns for 10 years | 80.34 | N/A | - |
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