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JBALX vs RLBFX
JBALX vs RLBFX Comparison
Open Charts JBALX vs RLBFX
Janus Henderson Balanced I
Price$46.24
Change+$0.26 (+0.57%)
VolumeN/A
Net Assets26.21B
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JBALX vs RLBFX Comparison Chart
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JBALX vs. RLBFX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. JBALX (26.2B). RLBFX pays higher dividends than JBALX: RLBFX (2.50) vs JBALX (1.94). JBALX was incepted earlier than RLBFX: JBALX (16 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). RLBFX annual gain was more profitable for investors over the last year : 12.61 vs. JBALX (10.99). JBALX (32.54) and RLBFX (31.46) have equivalent 5 years return.
| JBALX | RLBFX | JBALX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.049 | 1.948 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 240B | 11% |
| Annual Yield % from dividends | 1.94 | 2.50 | 78% |
| Returns for 1 year | 10.99 | 12.61 | 87% |
| Returns for 3 years | 11.11 | 13.10 | 85% |
| Returns for 5 years | 32.54 | 31.46 | 103% |
| Returns for 10 years | 80.73 | 58.66 | 138% |
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