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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$46.78
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets26.62B
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JBALX vs RLBEX Comparison Chart
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JBALX vs. RLBEX commentary
Feb 23, 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: 242B vs. JBALX (26.6B). RLBEX pays higher dividends than JBALX: RLBEX (2.24) vs JBALX (1.94). JBALX was incepted earlier than RLBEX: JBALX (16 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JBALX (92.00). 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 : 9.22 vs. JBALX (7.41). JBALX return over 5 years is better than : 32.93 vs. RLBEX (30.07).
| JBALX | RLBEX | JBALX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.229 | 2.889 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 242B | 11% |
| Annual Yield % from dividends | 1.94 | 2.24 | 87% |
| Returns for 1 year | 7.41 | 9.22 | 80% |
| Returns for 3 years | 16.60 | 17.55 | 95% |
| Returns for 5 years | 32.93 | 30.07 | 110% |
| Returns for 10 years | 76.68 | 54.52 | 141% |
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