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JDBAX vs RLBEX
JDBAX vs RLBEX Comparison
Open Charts JDBAX vs RLBEX
Janus Henderson Balanced A
Price$45.50
Change-$0.97 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JDBAX vs RLBEX Comparison Chart
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JDBAX vs. RLBEX commentary
Dec 19, 2024
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 StrongBuy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. JDBAX (26.9B). RLBEX pays higher dividends than JDBAX: RLBEX (2.24) vs JDBAX (1.75). JDBAX was incepted earlier than RLBEX: JDBAX (15 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (92.00). RLBEX has a lower initial minimum investment than JDBAX: RLBEX (250) vs JDBAX (2500). JDBAX (12.91) and RLBEX (12.54) have marching annual gain over last year. JDBAX return over 5 years is better than : 36.07 vs. RLBEX (32.64).
| JDBAX | RLBEX | JDBAX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.055 | 11.518 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 241B | 11% |
| Annual Yield % from dividends | 1.75 | 2.24 | 78% |
| Returns for 1 year | 12.91 | 12.54 | 103% |
| Returns for 3 years | 4.82 | 11.73 | 41% |
| Returns for 5 years | 36.07 | 32.64 | 111% |
| Returns for 10 years | 76.59 | 48.28 | 159% |