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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$48.82
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R4
Price$36.45
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets249.42B
JBALX vs RLBEX Comparison Chart in %
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JBALX vs. RLBEX commentary
Jun 28, 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: 249B vs. JBALX (26.1B). 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 : 7.61 vs. JBALX (5.84). JBALX return over 5 years is better than : 46.26 vs. RLBEX (43.01).
| 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 | 6.734 | 7.007 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 249B | 10% |
| Annual Yield % from dividends | 1.93 | 1.90 | 101% |
| Returns for 1 year | 5.84 | 7.61 | 77% |
| Returns for 3 years | 35.75 | 34.11 | 105% |
| Returns for 5 years | 46.26 | 43.01 | 108% |
| Returns for 10 years | 88.12 | 66.14 | 133% |