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JDBAX vs RLBBX
JDBAX vs RLBBX Comparison
Open Charts JDBAX vs RLBBX
Janus Henderson Balanced A
Price$41.97
Change-$1.51 (-3.47%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R2
Price$31.99
Change-$1.22 (-3.67%)
VolumeN/A
Net Assets220.57B
JDBAX vs RLBBX Comparison Chart
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JDBAX vs. RLBBX commentary
Apr 06, 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 JDBAX is a Hold and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 221B vs. JDBAX (26.5B). JDBAX pays higher dividends than RLBBX: JDBAX (1.82) vs RLBBX (1.27). JDBAX was incepted earlier than RLBBX: JDBAX (16 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than JDBAX (0.88). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (76.00). RLBBX has a lower initial minimum investment than JDBAX: RLBBX (250) vs JDBAX (2500). RLBBX annual gain was more profitable for investors over the last year : -2.40 vs. JDBAX (-3.47). JDBAX return over 5 years is better than : 41.55 vs. RLBBX (36.45).
| JDBAX | RLBBX | JDBAX / RLBBX | |
| Total Expense Ratio | 0.88 | 1.33 | 66% |
| Annual Report Gross Expense Ratio | 0.88 | 1.33 | 66% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -7.488 | -5.930 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 221B | 12% |
| Annual Yield % from dividends | 1.82 | 1.27 | 143% |
| Returns for 1 year | -3.47 | -2.40 | 145% |
| Returns for 3 years | 3.79 | 4.33 | 88% |
| Returns for 5 years | 41.55 | 36.45 | 114% |
| Returns for 10 years | 57.34 | 36.67 | 156% |
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