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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$41.96
Change-$0.19 (-0.45%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R4
Price$32.06
Change-$0.14 (-0.43%)
VolumeN/A
Net Assets220.57B
JBALX vs RLBEX Comparison Chart
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JBALX vs. RLBEX commentary
Apr 08, 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: 221B vs. JBALX (26.5B). JBALX (2.03) and RLBEX (1.97) 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 (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JBALX (76.00). 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 : -1.65 vs. JBALX (-3.23). JBALX return over 5 years is better than : 43.25 vs. RLBEX (40.76).
| JBALX | RLBEX | JBALX / RLBEX | |
| Total Expense Ratio | 0.66 | 0.60 | 110% |
| Annual Report Gross Expense Ratio | 0.66 | 0.60 | 110% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -7.432 | -5.751 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 221B | 12% |
| Annual Yield % from dividends | 2.03 | 1.97 | 103% |
| Returns for 1 year | -3.23 | -1.65 | 196% |
| Returns for 3 years | 4.55 | 6.20 | 73% |
| Returns for 5 years | 43.25 | 40.76 | 106% |
| Returns for 10 years | 61.45 | 44.33 | 139% |
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