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JBALX vs RLBFX
JBALX vs RLBFX Comparison
Open Charts JBALX vs RLBFX
Janus Henderson Balanced I
Price$48.82
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
JBALX vs RLBFX Comparison Chart in %
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JBALX vs. RLBFX commentary
Jun 28, 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: 249B vs. JBALX (26.1B). RLBFX pays higher dividends than JBALX: RLBFX (2.18) vs JBALX (1.93). 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 : 7.90 vs. JBALX (5.84). JBALX (46.26) and RLBFX (44.86) 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 | 6.734 | 7.138 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 249B | 10% |
| Annual Yield % from dividends | 1.93 | 2.18 | 89% |
| Returns for 1 year | 5.84 | 7.90 | 74% |
| Returns for 3 years | 35.75 | 35.14 | 102% |
| Returns for 5 years | 46.26 | 44.86 | 103% |
| Returns for 10 years | 88.12 | 67.01 | 132% |
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