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JDBAX vs RLBCX
JDBAX vs RLBCX Comparison
Open Charts JDBAX vs RLBCX
Janus Henderson Balanced A
Price$48.93
Change-$0.37 (-0.75%)
VolumeN/A
Net Assets27.03B
American Funds American Balanced R3
Price$36.51
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets251.16B
JDBAX vs RLBCX Comparison Chart in %
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JDBAX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 251B vs. JDBAX (27B). JDBAX (1.62) and RLBCX (1.56) have matching dividends . JDBAX was incepted earlier than RLBCX: JDBAX (16 years) vs RLBCX (23 years). RLBCX (0.89) and JDBAX (0.88) have similar cost to investors . JDBAX is a more actively managed with annual turnover of: 76.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDBAX: RLBCX (250) vs JDBAX (2500). JDBAX annual gain was more profitable for investors over the last year : 8.24 vs. RLBCX (7.14). JDBAX return over 5 years is better than : 39.03 vs. RLBCX (35.49).
| JDBAX | RLBCX | JDBAX / RLBCX | |
| Total Expense Ratio | 0.88 | 0.89 | 99% |
| Annual Report Gross Expense Ratio | 0.88 | 0.89 | 99% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 8.287 | 7.534 | 110% |
| 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 | 1.56 | 104% |
| Returns for 1 year | 8.24 | 7.14 | 115% |
| Returns for 3 years | 29.74 | 29.81 | 100% |
| Returns for 5 years | 39.03 | 35.49 | 110% |
| Returns for 10 years | 84.72 | 59.49 | 142% |
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