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JBALX vs RLBFX
JBALX vs RLBFX Comparison
Open Charts JBALX vs RLBFX
Janus Henderson Balanced I
Price$47.55
Change+$0.18 (+0.38%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
JBALX vs RLBFX Comparison Chart
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JBALX vs. RLBFX commentary
Jun 07, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 243B vs. JBALX (25.1B). RLBFX pays higher dividends than JBALX: RLBFX (2.18) vs JBALX (1.93). JBALX was incepted earlier than RLBFX: JBALX (16 years) vs RLBFX (23 years). JBALX (0.66) is less costly to investors than RLBFX (0.29). JBALX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). 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 : 7.43 vs. JBALX (5.14). JBALX return over 5 years is better than : 39.73 vs. RLBFX (36.46).
| JBALX | RLBFX | JBALX / RLBFX | |
| Total Expense Ratio | 0.66 | 0.29 | 228% |
| Annual Report Gross Expense Ratio | 0.66 | 0.29 | 228% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 4.032 | 4.819 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 243B | 10% |
| Annual Yield % from dividends | 1.93 | 2.18 | 89% |
| Returns for 1 year | 5.14 | 7.43 | 69% |
| Returns for 3 years | 25.48 | 23.09 | 110% |
| Returns for 5 years | 39.73 | 36.46 | 109% |
| Returns for 10 years | 82.27 | 62.07 | 133% |
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