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JDBAX vs RLBEX
JDBAX vs RLBEX Comparison
Open Charts JDBAX vs RLBEX
Janus Henderson Balanced A
Price$50.58
Change-$0.27 (-0.53%)
VolumeN/A
Net Assets28.51B
American Funds American Balanced R4
Price$38.63
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JDBAX vs RLBEX Comparison Chart in %
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JDBAX vs. RLBEX commentary
Nov 20, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 264B vs. JDBAX (28.5B). RLBEX pays higher dividends than JDBAX: RLBEX (1.71) vs JDBAX (1.52). 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 : 8.82 vs. JDBAX (7.14). RLBEX return over 5 years is better than : 38.00 vs. JDBAX (35.20).
| 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 | 12.360 | 13.718 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5B | 264B | 11% |
| Annual Yield % from dividends | 1.52 | 1.71 | 89% |
| Returns for 1 year | 7.14 | 8.82 | 81% |
| Returns for 3 years | 39.45 | 40.62 | 97% |
| Returns for 5 years | 35.20 | 38.00 | 93% |
| Returns for 10 years | 91.27 | 72.83 | 125% |
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