Interact to see
Advertisement
Advertisement
JDBAX vs RLBEX
JDBAX vs RLBEX Comparison
Open Charts JDBAX vs RLBEX
Janus Henderson Balanced A
Price$47.69
Change+$0.22 (+0.46%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R4
Price$35.88
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets245.62B
JDBAX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDBAX vs. RLBEX commentary
Jun 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 246B vs. JDBAX (26.1B). RLBEX pays higher dividends than JDBAX: RLBEX (1.90) vs JDBAX (1.73). JDBAX was incepted earlier than RLBEX: JDBAX (16 years) vs RLBEX (23 years). JDBAX (0.88) is less costly to investors than RLBEX (0.59). JDBAX is a more actively managed with annual turnover of: 76.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JDBAX: RLBEX (250) vs JDBAX (2500). RLBEX annual gain was more profitable for investors over the last year : 6.82 vs. JDBAX (5.20). JDBAX return over 5 years is better than : 42.85 vs. RLBEX (39.49).
| JDBAX | RLBEX | JDBAX / RLBEX | |
| Total Expense Ratio | 0.88 | 0.59 | 149% |
| Annual Report Gross Expense Ratio | 0.88 | 0.59 | 149% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 5.121 | 5.333 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 246B | 11% |
| Annual Yield % from dividends | 1.73 | 1.90 | 91% |
| Returns for 1 year | 5.20 | 6.82 | 76% |
| Returns for 3 years | 35.20 | 32.99 | 107% |
| Returns for 5 years | 42.85 | 39.49 | 108% |
| Returns for 10 years | 79.42 | 61.83 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers