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JABAX vs RLBFX
JABAX vs RLBFX Comparison
Open Charts JABAX vs RLBFX
Janus Henderson Balanced T
Price$43.57
Change-$1.28 (-2.85%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
JABAX vs RLBFX Comparison Chart
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JABAX vs. RLBFX commentary
Apr 05, 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 JABAX is a Buy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. JABAX (26.5B). RLBFX pays higher dividends than JABAX: RLBFX (2.26) vs JABAX (1.89). JABAX was incepted earlier than RLBFX: JABAX (33 years) vs RLBFX (23 years). JABAX (0.82) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JABAX (76.00). RLBFX has a lower initial minimum investment than JABAX: RLBFX (250) vs JABAX (2500). JABAX annual gain was more profitable for investors over the last year : 2.28 vs. RLBFX (1.68). JABAX return over 5 years is better than : 51.57 vs. RLBFX (48.03).
| JABAX | RLBFX | JABAX / RLBFX | |
| Total Expense Ratio | 0.82 | 0.30 | 273% |
| Annual Report Gross Expense Ratio | 0.82 | 0.30 | 273% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | -1.337 | -2.099 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 235B | 11% |
| Annual Yield % from dividends | 1.89 | 2.26 | 84% |
| Returns for 1 year | 2.28 | 1.68 | 136% |
| Returns for 3 years | 9.72 | 9.95 | 98% |
| Returns for 5 years | 51.57 | 48.03 | 107% |
| Returns for 10 years | 69.55 | 50.46 | 138% |
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