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JBALX vs RLBFX
JBALX vs RLBFX Comparison
Open Charts JBALX vs RLBFX
Janus Henderson Balanced I
Price$50.49
Change-$0.77 (-1.50%)
VolumeN/A
Net Assets28.02B
American Funds American Balanced R5
Price$38.41
Change-$0.62 (-1.59%)
VolumeN/A
Net Assets261.29B
JBALX vs RLBFX Comparison Chart in %
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JBALX vs. RLBFX commentary
Oct 13, 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: 261B vs. JBALX (28B). RLBFX pays higher dividends than JBALX: RLBFX (2.00) vs JBALX (1.73). 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). JBALX annual gain was more profitable for investors over the last year : 8.67 vs. RLBFX (7.76). RLBFX (41.48) and JBALX (40.22) have equivalent 5 years return.
| 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 | 13.565 | 12.920 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28B | 261B | 11% |
| Annual Yield % from dividends | 1.73 | 2.00 | 86% |
| Returns for 1 year | 8.67 | 7.76 | 112% |
| Returns for 3 years | 51.00 | 51.74 | 99% |
| Returns for 5 years | 40.22 | 41.48 | 97% |
| Returns for 10 years | 103.83 | 77.68 | 134% |
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