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JBALX vs RLBCX
JBALX vs RLBCX Comparison
Open Charts JBALX vs RLBCX
Janus Henderson Balanced I
Price$49.97
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JBALX vs RLBCX Comparison Chart in %
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JBALX vs. RLBCX commentary
Aug 17, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. JBALX (27.4B). JBALX pays higher dividends than RLBCX: JBALX (1.81) vs RLBCX (1.56). JBALX was incepted earlier than RLBCX: JBALX (16 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than JBALX (0.66). JBALX is a more actively managed with annual turnover of: 76.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JBALX: RLBCX (250) vs JBALX (1000000). JBALX annual gain was more profitable for investors over the last year : 8.34 vs. RLBCX (7.61). JBALX return over 5 years is better than : 40.30 vs. RLBCX (36.26).
| JBALX | RLBCX | JBALX / RLBCX | |
| Total Expense Ratio | 0.66 | 0.89 | 74% |
| Annual Report Gross Expense Ratio | 0.66 | 0.89 | 74% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 10.237 | 9.537 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4B | 256B | 11% |
| Annual Yield % from dividends | 1.81 | 1.56 | 117% |
| Returns for 1 year | 8.34 | 7.61 | 110% |
| Returns for 3 years | 28.97 | 28.47 | 102% |
| Returns for 5 years | 40.30 | 36.26 | 111% |
| Returns for 10 years | 93.04 | 63.18 | 147% |
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