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JBALX vs RLBGX
JBALX vs RLBGX Comparison
Open Charts JBALX vs RLBGX
Janus Henderson Balanced I
Price$47.55
Change+$0.18 (+0.38%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
JBALX vs RLBGX Comparison Chart
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JBALX vs. RLBGX commentary
Jun 07, 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: 243B vs. JBALX (25.1B). RLBGX pays higher dividends than JBALX: RLBGX (2.23) vs JBALX (1.93). 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). JBALX is a more actively managed with annual turnover of: 76.00 vs. RLBGX (44.00). 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 : 7.49 vs. JBALX (5.14). JBALX return over 5 years is better than : 39.73 vs. RLBGX (36.69).
| 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 | 4.032 | 4.838 | 83% |
| 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 | 243B | 10% |
| Annual Yield % from dividends | 1.93 | 2.23 | 87% |
| Returns for 1 year | 5.14 | 7.49 | 69% |
| Returns for 3 years | 25.48 | 23.19 | 110% |
| Returns for 5 years | 39.73 | 36.69 | 108% |
| Returns for 10 years | 82.27 | 62.42 | 132% |
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