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JDBAX vs RLBCX
JDBAX vs RLBCX Comparison
Open Charts JDBAX vs RLBCX
Janus Henderson Balanced A
Price$50.16
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R3
Price$37.48
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
JDBAX vs RLBCX Comparison Chart in %
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JDBAX vs. RLBCX commentary
Aug 29, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 255B vs. JDBAX (27.4B). 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 : 8.16 vs. RLBCX (7.72). JDBAX (35.61) and RLBCX (35.59) have equivalent 5 years return.
| 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 | 11.009 | 10.391 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4B | 255B | 11% |
| Annual Yield % from dividends | 1.62 | 1.56 | 104% |
| Returns for 1 year | 8.16 | 7.72 | 106% |
| Returns for 3 years | 35.24 | 34.49 | 102% |
| Returns for 5 years | 35.61 | 35.59 | 100% |
| Returns for 10 years | 96.12 | 70.88 | 136% |
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