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JDBAX vs RLBEX
JDBAX vs RLBEX Comparison
Open Charts JDBAX vs RLBEX
Janus Henderson Balanced A
Price$51.10
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets27.56B
American Funds American Balanced R4
Price$38.96
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
JDBAX vs RLBEX Comparison Chart in %
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JDBAX vs. RLBEX commentary
Oct 08, 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: 266B vs. JDBAX (27.6B). RLBEX pays higher dividends than JDBAX: RLBEX (1.74) vs JDBAX (1.54). 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 : 9.60 vs. JDBAX (8.72). RLBEX return over 5 years is better than : 43.58 vs. JDBAX (40.27).
| 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 | 13.382 | 14.690 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6B | 266B | 10% |
| Annual Yield % from dividends | 1.54 | 1.74 | 89% |
| Returns for 1 year | 8.72 | 9.60 | 91% |
| Returns for 3 years | 48.63 | 51.48 | 94% |
| Returns for 5 years | 40.27 | 43.58 | 92% |
| Returns for 10 years | 97.98 | 79.24 | 124% |
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