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JBALX vs RAMHX
JBALX vs RAMHX Comparison
Open Charts JBALX vs RAMHX
Janus Henderson Balanced I
Price$48.18
Change-$0.05 (-0.10%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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JBALX vs RAMHX Comparison Chart
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JBALX vs. RAMHX commentary
Sep 21, 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 (26.2B). 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 (24.93) and RAMHX (23.83) have marching annual gain over last year. JBALX return over 5 years is better than : 46.31 vs. RAMHX (36.53).
| 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 | 14.917 | 13.646 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 236B | 11% |
| Annual Yield % from dividends | 1.94 | 1.84 | 105% |
| Returns for 1 year | 24.93 | 23.83 | 105% |
| Returns for 3 years | 12.32 | 13.68 | 90% |
| Returns for 5 years | 46.31 | 36.53 | 127% |
| Returns for 10 years | 82.68 | 50.16 | 165% |
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