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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$45.68
Change-$0.97 (-2.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JBALX vs RLBEX Comparison Chart
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JBALX vs. RLBEX commentary
Dec 19, 2024
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 StrongBuy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. JBALX (26.9B). RLBEX pays higher dividends than JBALX: RLBEX (2.24) vs JBALX (1.94). JBALX was incepted earlier than RLBEX: JBALX (15 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). JBALX annual gain was more profitable for investors over the last year : 13.18 vs. RLBEX (9.70). JBALX return over 5 years is better than : 37.69 vs. RLBEX (29.54).
| JBALX | RLBEX | JBALX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.294 | 9.220 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 241B | 11% |
| Annual Yield % from dividends | 1.94 | 2.24 | 87% |
| Returns for 1 year | 13.18 | 9.70 | 136% |
| Returns for 3 years | 5.57 | 9.42 | 59% |
| Returns for 5 years | 37.69 | 29.54 | 128% |
| Returns for 10 years | 81.14 | 45.23 | 179% |
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