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JBALX vs RLBFX
JBALX vs RLBFX Comparison
Open Charts JBALX vs RLBFX
Janus Henderson Balanced I
Price$41.96
Change-$0.19 (-0.45%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R5
Price$32.17
Change-$0.14 (-0.43%)
VolumeN/A
Net Assets220.57B
JBALX vs RLBFX Comparison Chart
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JBALX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 221B vs. JBALX (26.5B). RLBFX pays higher dividends than JBALX: RLBFX (2.26) vs JBALX (2.03). JBALX was incepted earlier than RLBFX: JBALX (16 years) vs RLBFX (23 years). JBALX (0.66) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JBALX (76.00). RLBFX has a lower initial minimum investment than JBALX: RLBFX (250) vs JBALX (1000000). RLBFX annual gain was more profitable for investors over the last year : -1.35 vs. JBALX (-3.23). JBALX (43.25) and RLBFX (42.60) have equivalent 5 years return.
| JBALX | RLBFX | JBALX / RLBFX | |
| Total Expense Ratio | 0.66 | 0.30 | 220% |
| Annual Report Gross Expense Ratio | 0.66 | 0.30 | 220% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -7.432 | -5.689 | 131% |
| 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 | 2.26 | 90% |
| Returns for 1 year | -3.23 | -1.35 | 239% |
| Returns for 3 years | 4.55 | 6.98 | 65% |
| Returns for 5 years | 43.25 | 42.60 | 102% |
| Returns for 10 years | 61.45 | 45.00 | 137% |
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