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JDBAX vs RLBBX
JDBAX vs RLBBX Comparison
Open Charts JDBAX vs RLBBX
Janus Henderson Balanced A
Price$48.93
Change-$0.37 (-0.75%)
VolumeN/A
Net Assets27.03B
American Funds American Balanced R2
Price$36.83
Change+$0.40 (+1.10%)
VolumeN/A
Net Assets251.16B
JDBAX vs RLBBX Comparison Chart in %
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JDBAX vs. RLBBX commentary
Aug 05, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 251B vs. JDBAX (27B). JDBAX pays higher dividends than RLBBX: JDBAX (1.62) vs RLBBX (1.16). JDBAX was incepted earlier than RLBBX: JDBAX (16 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than JDBAX (0.88). JDBAX is a more actively managed with annual turnover of: 76.00 vs. RLBBX (44.00). 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 : 8.94 vs. JDBAX (8.24). JDBAX return over 5 years is better than : 39.03 vs. RLBBX (33.26).
| JDBAX | RLBBX | JDBAX / RLBBX | |
| Total Expense Ratio | 0.88 | 1.32 | 67% |
| Annual Report Gross Expense Ratio | 0.88 | 1.32 | 67% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 8.287 | 8.440 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27B | 251B | 11% |
| Annual Yield % from dividends | 1.62 | 1.16 | 139% |
| Returns for 1 year | 8.24 | 8.94 | 92% |
| Returns for 3 years | 29.74 | 29.04 | 102% |
| Returns for 5 years | 39.03 | 33.26 | 117% |
| Returns for 10 years | 84.72 | 58.25 | 145% |
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