Interact to see
Advertisement
Advertisement
JDBAX vs RLBEX
JDBAX vs RLBEX Comparison
Open Charts JDBAX vs RLBEX
Janus Henderson Balanced A
Price$46.06
Change-$0.56 (-1.20%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R4
Price$34.81
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
JDBAX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDBAX vs. RLBEX commentary
May 22, 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: 240B vs. JDBAX (25.1B). RLBEX pays higher dividends than JDBAX: RLBEX (1.98) vs JDBAX (1.81). 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 : 4.29 vs. JDBAX (3.62). JDBAX return over 5 years is better than : 40.55 vs. RLBEX (37.92).
| 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 | 1.528 | 1.888 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 240B | 10% |
| Annual Yield % from dividends | 1.81 | 1.98 | 92% |
| Returns for 1 year | 3.62 | 4.29 | 84% |
| Returns for 3 years | 26.69 | 23.41 | 114% |
| Returns for 5 years | 40.55 | 37.92 | 107% |
| Returns for 10 years | 70.90 | 54.17 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement