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JBALX vs RLBGX
JBALX vs RLBGX Comparison
Open Charts JBALX vs RLBGX
Janus Henderson Balanced I
Price$44.45
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets25.08B
American Funds American Balanced R6
Price$33.85
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
JBALX vs RLBGX Comparison Chart
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JBALX vs. RLBGX commentary
Apr 27, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 231B vs. JBALX (25.1B). RLBGX pays higher dividends than JBALX: RLBGX (2.31) vs JBALX (2.03). JBALX was incepted earlier than RLBGX: JBALX (16 years) vs RLBGX (16 years). JBALX (0.66) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JBALX (76.00). RLBGX has a lower initial minimum investment than JBALX: RLBGX (250) vs JBALX (1000000). RLBGX annual gain was more profitable for investors over the last year : 5.23 vs. JBALX (4.02). JBALX (40.02) and RLBGX (38.22) have equivalent 5 years return.
| JBALX | RLBGX | JBALX / RLBGX | |
| Total Expense Ratio | 0.66 | 0.25 | 264% |
| Annual Report Gross Expense Ratio | 0.66 | 0.25 | 264% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | -2.380 | -1.066 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 231B | 11% |
| Annual Yield % from dividends | 2.03 | 2.31 | 88% |
| Returns for 1 year | 4.02 | 5.23 | 77% |
| Returns for 3 years | 16.84 | 17.43 | 97% |
| Returns for 5 years | 40.02 | 38.22 | 105% |
| Returns for 10 years | 68.15 | 50.42 | 135% |