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JBALX vs RLBFX
JBALX vs RLBFX Comparison
Open Charts JBALX vs RLBFX
Janus Henderson Balanced I
Price$51.01
Change+$0.21 (+0.41%)
VolumeN/A
Net Assets28.51B
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
JBALX vs RLBFX Comparison Chart in %
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JBALX vs. RLBFX commentary
Nov 20, 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: 263B vs. JBALX (28.5B). RLBFX pays higher dividends than JBALX: RLBFX (1.97) vs JBALX (1.70). JBALX was incepted earlier than RLBFX: JBALX (16 years) vs RLBFX (24 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 : 9.32 vs. JBALX (7.42). RLBFX return over 5 years is better than : 40.53 vs. JBALX (37.87).
| 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 | 24 years | - |
| Gain YTD | 13.011 | 14.331 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5B | 263B | 11% |
| Annual Yield % from dividends | 1.70 | 1.97 | 86% |
| Returns for 1 year | 7.42 | 9.32 | 80% |
| Returns for 3 years | 40.96 | 42.18 | 97% |
| Returns for 5 years | 37.87 | 40.53 | 93% |
| Returns for 10 years | 96.91 | 74.39 | 130% |
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