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JDBAX vs RLBEX
JDBAX vs RLBEX Comparison
Open Charts JDBAX vs RLBEX
Janus Henderson Balanced A
Price$50.16
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R4
Price$37.67
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
JDBAX vs RLBEX Comparison Chart in %
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JDBAX vs. RLBEX commentary
Aug 29, 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: 255B vs. JDBAX (27.4B). RLBEX pays higher dividends than JDBAX: RLBEX (1.81) vs JDBAX (1.62). 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). JDBAX (8.16) and RLBEX (8.05) have marching annual gain over last year. RLBEX (37.36) and JDBAX (35.61) have equivalent 5 years return.
| 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 | 11.009 | 10.588 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4B | 255B | 11% |
| Annual Yield % from dividends | 1.62 | 1.81 | 90% |
| Returns for 1 year | 8.16 | 8.05 | 101% |
| Returns for 3 years | 35.24 | 35.56 | 99% |
| Returns for 5 years | 35.61 | 37.36 | 95% |
| Returns for 10 years | 96.12 | 76.23 | 126% |
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