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JDBAX vs RLBCX
JDBAX vs RLBCX Comparison
Open Charts JDBAX vs RLBCX
Janus Henderson Balanced A
Price$46.05
Change+$0.26 (+0.57%)
VolumeN/A
Net Assets26.21B
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
JDBAX vs RLBCX Comparison Chart
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JDBAX vs. RLBCX commentary
Jan 19, 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: 240B vs. JDBAX (26.2B). 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 : 11.92 vs. JDBAX (10.73). JDBAX return over 5 years is better than : 30.98 vs. RLBCX (28.12).
| 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 | 1.053 | 1.935 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 240B | 11% |
| Annual Yield % from dividends | 1.75 | 1.98 | 88% |
| Returns for 1 year | 10.73 | 11.92 | 90% |
| Returns for 3 years | 10.34 | 11.58 | 89% |
| Returns for 5 years | 30.98 | 28.12 | 110% |
| Returns for 10 years | 76.21 | 53.41 | 143% |
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