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JBALX vs RLBFX
JBALX vs RLBFX Comparison
Open Charts JBALX vs RLBFX
Janus Henderson Balanced I
Price$49.97
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JBALX vs RLBFX Comparison Chart in %
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JBALX vs. RLBFX commentary
Aug 17, 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: 256B vs. JBALX (27.4B). RLBFX pays higher dividends than JBALX: RLBFX (2.08) vs JBALX (1.81). 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 (8.34) and RLBFX (8.29) have marching annual gain over last year. JBALX (40.30) and RLBFX (39.76) 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 | 10.237 | 9.922 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4B | 256B | 11% |
| Annual Yield % from dividends | 1.81 | 2.08 | 87% |
| Returns for 1 year | 8.34 | 8.29 | 101% |
| Returns for 3 years | 28.97 | 30.56 | 95% |
| Returns for 5 years | 40.30 | 39.76 | 101% |
| Returns for 10 years | 93.04 | 69.21 | 134% |
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