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JDBAX vs RLBCX
JDBAX vs RLBCX Comparison
Open Charts JDBAX vs RLBCX
Janus Henderson Balanced A
Price$46.09
Change+$0.93 (+2.06%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R3
Price$34.65
Change+$0.54 (+1.58%)
VolumeN/A
Net Assets234.12B
JDBAX vs RLBCX Comparison Chart
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JDBAX vs. RLBCX commentary
May 13, 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: 234B vs. JDBAX (25.1B). JDBAX pays higher dividends than RLBCX: JDBAX (1.81) vs RLBCX (1.70). 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 : 3.86 vs. JDBAX (3.01). JDBAX return over 5 years is better than : 39.67 vs. RLBCX (34.81).
| 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 | -0.456 | 0.235 | -194% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 234B | 11% |
| Annual Yield % from dividends | 1.81 | 1.70 | 107% |
| Returns for 1 year | 3.01 | 3.86 | 78% |
| Returns for 3 years | 22.49 | 20.64 | 109% |
| Returns for 5 years | 39.67 | 34.81 | 114% |
| Returns for 10 years | 68.53 | 48.19 | 142% |
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