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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$49.07
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets27.03B
American Funds American Balanced R4
Price$36.80
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
JBALX vs RLBEX Comparison Chart in %
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JBALX vs. RLBEX commentary
Jul 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 Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. JBALX (27B). JBALX (1.84) and RLBEX (1.83) have matching dividends . JBALX was incepted earlier than RLBEX: JBALX (16 years) vs RLBEX (23 years). JBALX (0.66) is less costly to investors than RLBEX (0.59). JBALX is a more actively managed with annual turnover of: 76.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JBALX: RLBEX (250) vs JBALX (1000000). RLBEX annual gain was more profitable for investors over the last year : 7.02 vs. JBALX (6.40). JBALX return over 5 years is better than : 41.34 vs. RLBEX (38.92).
| JBALX | RLBEX | JBALX / RLBEX | |
| Total Expense Ratio | 0.66 | 0.59 | 112% |
| Annual Report Gross Expense Ratio | 0.66 | 0.59 | 112% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 7.899 | 8.122 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27B | 252B | 11% |
| Annual Yield % from dividends | 1.84 | 1.83 | 100% |
| Returns for 1 year | 6.40 | 7.02 | 91% |
| Returns for 3 years | 35.80 | 36.03 | 99% |
| Returns for 5 years | 41.34 | 38.92 | 106% |
| Returns for 10 years | 86.88 | 64.39 | 135% |
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