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JBALX vs RLBBX
JBALX vs RLBBX Comparison
Open Charts JBALX vs RLBBX
Janus Henderson Balanced I
Price$41.96
Change-$0.19 (-0.45%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R2
Price$31.85
Change-$0.14 (-0.44%)
VolumeN/A
Net Assets220.57B
JBALX vs RLBBX Comparison Chart
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JBALX vs. RLBBX commentary
Apr 08, 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: 221B vs. JBALX (26.5B). JBALX pays higher dividends than RLBBX: JBALX (2.03) vs RLBBX (1.27). JBALX was incepted earlier than RLBBX: JBALX (16 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than JBALX (0.66). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JBALX (76.00). 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 : -2.40 vs. JBALX (-3.23). JBALX return over 5 years is better than : 43.25 vs. RLBBX (36.45).
| JBALX | RLBBX | JBALX / RLBBX | |
| Total Expense Ratio | 0.66 | 1.33 | 50% |
| Annual Report Gross Expense Ratio | 0.66 | 1.33 | 50% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -7.432 | -5.930 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 221B | 12% |
| Annual Yield % from dividends | 2.03 | 1.27 | 160% |
| Returns for 1 year | -3.23 | -2.40 | 135% |
| Returns for 3 years | 4.55 | 4.33 | 105% |
| Returns for 5 years | 43.25 | 36.45 | 119% |
| Returns for 10 years | 61.45 | 36.67 | 168% |
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