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JBALX vs RAMHX
JBALX vs RAMHX Comparison
Open Charts JBALX vs RAMHX
Janus Henderson Balanced I
Price$48.17
Change-$0.51 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.93
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
JBALX vs RAMHX Comparison Chart
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JBALX vs. RAMHX commentary
Nov 18, 2024
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 JBALX is a StrongBuy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. JBALX (26B). JBALX pays higher dividends than RAMHX: JBALX (1.94) vs RAMHX (1.84). JBALX was incepted earlier than RAMHX: JBALX (15 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. JBALX (92.00). RAMHX has a lower initial minimum investment than JBALX: RAMHX (250) vs JBALX (1000000). JBALX (21.06) and RAMHX (20.31) have marching annual gain over last year. JBALX return over 5 years is better than : 42.83 vs. RAMHX (32.43).
| JBALX | RAMHX | JBALX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 15.334 | 13.582 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 236B | 11% |
| Annual Yield % from dividends | 1.94 | 1.84 | 105% |
| Returns for 1 year | 21.06 | 20.31 | 104% |
| Returns for 3 years | 7.32 | 9.39 | 78% |
| Returns for 5 years | 42.83 | 32.43 | 132% |
| Returns for 10 years | 78.94 | 46.74 | 169% |
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