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JBALX vs RLBCX
JBALX vs RLBCX Comparison
Open Charts JBALX vs RLBCX
Janus Henderson Balanced I
Price$47.55
Change+$0.18 (+0.38%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R3
Price$35.58
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JBALX vs RLBCX Comparison Chart
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JBALX vs. RLBCX commentary
Jun 07, 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: 243B vs. JBALX (25.1B). JBALX pays higher dividends than RLBCX: JBALX (1.93) vs RLBCX (1.63). 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). RLBCX annual gain was more profitable for investors over the last year : 6.77 vs. JBALX (5.14). JBALX return over 5 years is better than : 39.73 vs. RLBCX (32.95).
| 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 | 4.032 | 4.555 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 243B | 10% |
| Annual Yield % from dividends | 1.93 | 1.63 | 118% |
| Returns for 1 year | 5.14 | 6.77 | 76% |
| Returns for 3 years | 25.48 | 21.28 | 120% |
| Returns for 5 years | 39.73 | 32.95 | 121% |
| Returns for 10 years | 82.27 | 56.45 | 146% |
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