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JDBAX vs RLBCX
JDBAX vs RLBCX Comparison
Open Charts JDBAX vs RLBCX
Janus Henderson Balanced A
Price$41.97
Change-$1.51 (-3.47%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R3
Price$32.05
Change-$1.22 (-3.67%)
VolumeN/A
Net Assets220.57B
JDBAX vs RLBCX Comparison Chart
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JDBAX vs. RLBCX commentary
Apr 06, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 221B vs. JDBAX (26.5B). JDBAX pays higher dividends than RLBCX: JDBAX (1.82) vs RLBCX (1.69). 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 . RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (76.00). 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 : -1.97 vs. JDBAX (-3.47). JDBAX return over 5 years is better than : 41.55 vs. RLBCX (38.93).
| 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 | -7.488 | -5.819 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 221B | 12% |
| Annual Yield % from dividends | 1.82 | 1.69 | 108% |
| Returns for 1 year | -3.47 | -1.97 | 176% |
| Returns for 3 years | 3.79 | 5.43 | 70% |
| Returns for 5 years | 41.55 | 38.93 | 107% |
| Returns for 10 years | 57.34 | 40.02 | 143% |
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