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JBALX vs RLBFX
JBALX vs RLBFX Comparison
Open Charts JBALX vs RLBFX
Janus Henderson Balanced I
Price$45.68
Change-$0.97 (-2.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
JBALX vs RLBFX Comparison Chart
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JBALX vs. RLBFX commentary
Dec 19, 2024
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 StrongBuy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. JBALX (26.9B). RLBFX pays higher dividends than JBALX: RLBFX (2.50) vs JBALX (1.94). JBALX was incepted earlier than RLBFX: JBALX (15 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JBALX (92.00). 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 : 13.18 vs. RLBFX (10.06). JBALX return over 5 years is better than : 37.69 vs. RLBFX (31.27).
| JBALX | RLBFX | JBALX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.294 | 9.579 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 241B | 11% |
| Annual Yield % from dividends | 1.94 | 2.50 | 78% |
| Returns for 1 year | 13.18 | 10.06 | 131% |
| Returns for 3 years | 5.57 | 10.17 | 55% |
| Returns for 5 years | 37.69 | 31.27 | 121% |
| Returns for 10 years | 81.14 | 45.88 | 177% |
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