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JBALX vs RLBCX
JBALX vs RLBCX Comparison
Open Charts JBALX vs RLBCX
Janus Henderson Balanced I
Price$45.68
Change-$0.97 (-2.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
JBALX vs RLBCX Comparison Chart
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JBALX vs. RLBCX commentary
Dec 19, 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: 241B vs. JBALX (26.9B). RLBCX (1.98) and JBALX (1.94) have matching dividends . JBALX was incepted earlier than RLBCX: JBALX (15 years) vs RLBCX (23 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 annual gain was more profitable for investors over the last year : 13.18 vs. RLBCX (9.36). JBALX return over 5 years is better than : 37.69 vs. RLBCX (27.91).
| JBALX | RLBCX | JBALX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.294 | 8.914 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 241B | 11% |
| Annual Yield % from dividends | 1.94 | 1.98 | 98% |
| Returns for 1 year | 13.18 | 9.36 | 141% |
| Returns for 3 years | 5.57 | 8.71 | 64% |
| Returns for 5 years | 37.69 | 27.91 | 135% |
| Returns for 10 years | 81.14 | 41.02 | 198% |
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