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JDBAX vs RLBCX
JDBAX vs RLBCX Comparison
Open Charts JDBAX vs RLBCX
Janus Henderson Balanced A
Price$51.10
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets27.56B
American Funds American Balanced R3
Price$38.77
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
JDBAX vs RLBCX Comparison Chart in %
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JDBAX vs. RLBCX commentary
Oct 08, 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: 266B vs. JDBAX (27.6B). JDBAX (1.54) and RLBCX (1.49) 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). RLBCX annual gain was more profitable for investors over the last year : 9.24 vs. JDBAX (8.72). RLBCX (41.76) and JDBAX (40.27) 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 | 13.382 | 14.423 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6B | 266B | 10% |
| Annual Yield % from dividends | 1.54 | 1.49 | 104% |
| Returns for 1 year | 8.72 | 9.24 | 94% |
| Returns for 3 years | 48.63 | 50.17 | 97% |
| Returns for 5 years | 40.27 | 41.76 | 96% |
| Returns for 10 years | 97.98 | 73.69 | 133% |
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