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JBALX vs RLBCX
JBALX vs RLBCX Comparison
Open Charts JBALX vs RLBCX
Janus Henderson Balanced I
Price$46.24
Change+$0.26 (+0.57%)
VolumeN/A
Net Assets26.21B
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
JBALX vs RLBCX Comparison Chart
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JBALX vs. RLBCX commentary
Jan 19, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. JBALX (26.2B). RLBCX (1.98) and JBALX (1.94) have matching dividends . JBALX was incepted earlier than RLBCX: JBALX (16 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). RLBCX annual gain was more profitable for investors over the last year : 11.92 vs. JBALX (10.99). JBALX return over 5 years is better than : 32.54 vs. RLBCX (28.12).
| JBALX | RLBCX | JBALX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.049 | 1.935 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 240B | 11% |
| Annual Yield % from dividends | 1.94 | 1.98 | 98% |
| Returns for 1 year | 10.99 | 11.92 | 92% |
| Returns for 3 years | 11.11 | 11.58 | 96% |
| Returns for 5 years | 32.54 | 28.12 | 116% |
| Returns for 10 years | 80.73 | 53.41 | 151% |
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