Ad is loading...
JBALX vs RLBBX
JBALX vs RLBBX Comparison
Open Charts JBALX vs RLBBX
Janus Henderson Balanced I
Price$46.24
Change+$0.26 (+0.57%)
VolumeN/A
Net Assets26.21B
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
JBALX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBALX vs. RLBBX commentary
Jan 19, 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 JBALX is a Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. JBALX (26.2B). JBALX pays higher dividends than RLBBX: JBALX (1.94) vs RLBBX (1.58). JBALX was incepted earlier than RLBBX: JBALX (16 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JBALX (92.00). RLBBX has a lower initial minimum investment than JBALX: RLBBX (250) vs JBALX (1000000). RLBBX (11.43) and JBALX (10.99) have marching annual gain over last year. JBALX return over 5 years is better than : 32.54 vs. RLBBX (25.81).
| JBALX | RLBBX | JBALX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.049 | 1.909 | 55% |
| 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 | 240B | 11% |
| Annual Yield % from dividends | 1.94 | 1.58 | 123% |
| Returns for 1 year | 10.99 | 11.43 | 96% |
| Returns for 3 years | 11.11 | 10.54 | 105% |
| Returns for 5 years | 32.54 | 25.81 | 126% |
| Returns for 10 years | 80.73 | 49.88 | 162% |
View a ticker or compare two or three
VS
VS
Ad is loading...