Ad is loading...
Ad is loading...
JBALX vs RLBGX
JBALX vs RLBGX Comparison
Open Charts JBALX vs RLBGX
Janus Henderson Balanced I
Price$48.17
Change-$0.51 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
JBALX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBALX vs. RLBGX commentary
Nov 18, 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. JBALX (26B). RLBGX pays higher dividends than JBALX: RLBGX (2.55) vs JBALX (1.94). JBALX was incepted earlier than RLBGX: JBALX (15 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JBALX (92.00). RLBGX has a lower initial minimum investment than JBALX: RLBGX (250) vs JBALX (1000000). RLBGX (21.31) and JBALX (21.06) have marching annual gain over last year. JBALX return over 5 years is better than : 42.83 vs. RLBGX (36.78).
| JBALX | RLBGX | JBALX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 15.334 | 14.385 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 236B | 11% |
| Annual Yield % from dividends | 1.94 | 2.55 | 76% |
| Returns for 1 year | 21.06 | 21.31 | 99% |
| Returns for 3 years | 7.32 | 11.30 | 65% |
| Returns for 5 years | 42.83 | 36.78 | 116% |
| Returns for 10 years | 78.94 | 53.54 | 147% |
View a ticker or compare two or three
VS
VS
Ad is loading...