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JBALX vs RLBBX
JBALX vs RLBBX Comparison
Open Charts JBALX vs RLBBX
Janus Henderson Balanced I
Price$46.78
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets26.62B
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JBALX vs RLBBX Comparison Chart
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JBALX vs. RLBBX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. JBALX (26.6B). 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 annual gain was more profitable for investors over the last year : 8.38 vs. JBALX (7.41). JBALX return over 5 years is better than : 32.93 vs. RLBBX (26.03).
| 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 | 2.229 | 2.761 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 242B | 11% |
| Annual Yield % from dividends | 1.94 | 1.58 | 123% |
| Returns for 1 year | 7.41 | 8.38 | 89% |
| Returns for 3 years | 16.60 | 15.67 | 106% |
| Returns for 5 years | 32.93 | 26.03 | 127% |
| Returns for 10 years | 76.68 | 46.57 | 165% |
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