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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$50.99
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets27.56B
American Funds American Balanced R4
Price$38.53
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
JBALX vs RLBEX Comparison Chart in %
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JBALX vs. RLBEX commentary
Sep 13, 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: 262B vs. JBALX (27.6B). JBALX (1.79) and RLBEX (1.79) 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 : 10.30 vs. JBALX (9.33). JBALX (43.12) and RLBEX (43.12) have equivalent 5 years return.
| 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 | 12.686 | 13.113 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6B | 262B | 11% |
| Annual Yield % from dividends | 1.79 | 1.79 | 100% |
| Returns for 1 year | 9.33 | 10.30 | 91% |
| Returns for 3 years | 40.90 | 42.22 | 97% |
| Returns for 5 years | 43.12 | 43.12 | 100% |
| Returns for 10 years | 103.54 | 80.03 | 129% |