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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$49.97
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JBALX vs RLBEX Comparison Chart in %
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JBALX vs. RLBEX commentary
Aug 17, 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: 256B vs. JBALX (27.4B). JBALX (1.81) and RLBEX (1.81) 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). JBALX (8.34) and RLBEX (7.95) have marching annual gain over last year. JBALX return over 5 years is better than : 40.30 vs. RLBEX (37.99).
| 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 | 10.237 | 9.737 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4B | 256B | 11% |
| Annual Yield % from dividends | 1.81 | 1.81 | 100% |
| Returns for 1 year | 8.34 | 7.95 | 105% |
| Returns for 3 years | 28.97 | 29.52 | 98% |
| Returns for 5 years | 40.30 | 37.99 | 106% |
| Returns for 10 years | 93.04 | 68.32 | 136% |
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