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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$50.49
Change-$0.77 (-1.50%)
VolumeN/A
Net Assets28.02B
American Funds American Balanced R4
Price$38.27
Change-$0.62 (-1.59%)
VolumeN/A
Net Assets261.29B
JBALX vs RLBEX Comparison Chart in %
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JBALX vs. RLBEX commentary
Oct 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 261B vs. JBALX (28B). RLBEX (1.74) and JBALX (1.73) 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 annual gain was more profitable for investors over the last year : 8.67 vs. RLBEX (7.45). JBALX (40.22) and RLBEX (39.69) 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 | 13.565 | 12.659 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28B | 261B | 11% |
| Annual Yield % from dividends | 1.73 | 1.74 | 99% |
| Returns for 1 year | 8.67 | 7.45 | 116% |
| Returns for 3 years | 51.00 | 50.46 | 101% |
| Returns for 5 years | 40.22 | 39.69 | 101% |
| Returns for 10 years | 103.83 | 76.50 | 136% |
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