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JDBAX vs RLBCX
JDBAX vs RLBCX Comparison
Open Charts JDBAX vs RLBCX
Janus Henderson Balanced A
Price$47.97
Change-$0.51 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$35.90
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
JDBAX vs RLBCX Comparison Chart
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JDBAX vs. RLBCX commentary
Nov 18, 2024
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 StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. JDBAX (26B). RLBCX pays higher dividends than JDBAX: RLBCX (1.98) vs JDBAX (1.75). JDBAX was incepted earlier than RLBCX: JDBAX (15 years) vs RLBCX (22 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). JDBAX (20.79) and RLBCX (20.49) have marching annual gain over last year. JDBAX return over 5 years is better than : 41.14 vs. RLBCX (33.23).
| JDBAX | RLBCX | JDBAX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 15.119 | 13.748 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 236B | 11% |
| Annual Yield % from dividends | 1.75 | 1.98 | 88% |
| Returns for 1 year | 20.79 | 20.49 | 101% |
| Returns for 3 years | 6.57 | 9.74 | 67% |
| Returns for 5 years | 41.14 | 33.23 | 124% |
| Returns for 10 years | 74.46 | 48.12 | 155% |
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