Ad is loading...
JDBAX vs RLBCX
JDBAX vs RLBCX Comparison
Open Charts JDBAX vs RLBCX
Janus Henderson Balanced A
Price$46.58
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets26.62B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JDBAX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDBAX vs. RLBCX commentary
Feb 23, 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. JDBAX (26.6B). RLBCX pays higher dividends than JDBAX: RLBCX (1.98) vs JDBAX (1.75). JDBAX was incepted earlier than RLBCX: JDBAX (16 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (92.00). RLBCX has a lower initial minimum investment than JDBAX: RLBCX (250) vs JDBAX (2500). RLBCX annual gain was more profitable for investors over the last year : 8.85 vs. JDBAX (7.17). JDBAX return over 5 years is better than : 31.37 vs. RLBCX (28.37).
| JDBAX | RLBCX | JDBAX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.216 | 2.844 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 242B | 11% |
| Annual Yield % from dividends | 1.75 | 1.98 | 88% |
| Returns for 1 year | 7.17 | 8.85 | 81% |
| Returns for 3 years | 15.81 | 16.79 | 94% |
| Returns for 5 years | 31.37 | 28.37 | 111% |
| Returns for 10 years | 72.22 | 50.06 | 144% |
View a ticker or compare two or three
VS
VS
Ad is loading...