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JBALX vs RLBFX
JBALX vs RLBFX Comparison
Open Charts JBALX vs RLBFX
Janus Henderson Balanced I
Price$49.07
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets27.03B
American Funds American Balanced R5
Price$36.96
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
JBALX vs RLBFX Comparison Chart in %
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JBALX vs. RLBFX commentary
Jul 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. JBALX (27B). RLBFX pays higher dividends than JBALX: RLBFX (2.10) vs JBALX (1.84). 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). RLBFX annual gain was more profitable for investors over the last year : 7.38 vs. JBALX (6.40). JBALX (41.34) and RLBFX (40.71) 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 | 7.899 | 8.281 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27B | 252B | 11% |
| Annual Yield % from dividends | 1.84 | 2.10 | 88% |
| Returns for 1 year | 6.40 | 7.38 | 87% |
| Returns for 3 years | 35.80 | 37.11 | 96% |
| Returns for 5 years | 41.34 | 40.71 | 102% |
| Returns for 10 years | 86.88 | 65.29 | 133% |
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