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JBALX vs RLBCX
JBALX vs RLBCX Comparison
Open Charts JBALX vs RLBCX
Janus Henderson Balanced I
Price$48.17
Change-$0.51 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$35.90
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
JBALX vs RLBCX Comparison Chart
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JBALX vs. RLBCX commentary
Nov 18, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. JBALX (26B). RLBCX (1.98) and JBALX (1.94) have matching dividends . JBALX was incepted earlier than RLBCX: JBALX (15 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JBALX (92.00). RLBCX has a lower initial minimum investment than JBALX: RLBCX (250) vs JBALX (1000000). JBALX (21.06) and RLBCX (20.49) have marching annual gain over last year. JBALX return over 5 years is better than : 42.83 vs. RLBCX (33.23).
| JBALX | RLBCX | JBALX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 15.334 | 13.748 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 236B | 11% |
| Annual Yield % from dividends | 1.94 | 1.98 | 98% |
| Returns for 1 year | 21.06 | 20.49 | 103% |
| Returns for 3 years | 7.32 | 9.74 | 75% |
| Returns for 5 years | 42.83 | 33.23 | 129% |
| Returns for 10 years | 78.94 | 48.12 | 164% |
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