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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$47.55
Change+$0.18 (+0.38%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
JBALX vs RLBEX Comparison Chart
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JBALX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 243B vs. JBALX (25.1B). JBALX (1.93) and RLBEX (1.90) 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 : 7.11 vs. JBALX (5.14). JBALX return over 5 years is better than : 39.73 vs. RLBEX (34.72).
| 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 | 4.032 | 4.698 | 86% |
| 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 | 1.90 | 101% |
| Returns for 1 year | 5.14 | 7.11 | 72% |
| Returns for 3 years | 25.48 | 22.20 | 115% |
| Returns for 5 years | 39.73 | 34.72 | 114% |
| Returns for 10 years | 82.27 | 61.31 | 134% |
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