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JDBAX vs RLBEX
JDBAX vs RLBEX Comparison
Open Charts JDBAX vs RLBEX
Janus Henderson Balanced A
Price$48.93
Change-$0.37 (-0.75%)
VolumeN/A
Net Assets27.03B
American Funds American Balanced R4
Price$37.10
Change+$0.41 (+1.12%)
VolumeN/A
Net Assets251.16B
JDBAX vs RLBEX Comparison Chart in %
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JDBAX vs. RLBEX commentary
Aug 05, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 251B vs. JDBAX (27B). 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 annual gain was more profitable for investors over the last year : 8.24 vs. RLBEX (7.51). JDBAX (39.03) and RLBEX (37.24) 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 | 8.287 | 7.711 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27B | 251B | 11% |
| Annual Yield % from dividends | 1.62 | 1.81 | 90% |
| Returns for 1 year | 8.24 | 7.51 | 110% |
| Returns for 3 years | 29.74 | 30.83 | 96% |
| Returns for 5 years | 39.03 | 37.24 | 105% |
| Returns for 10 years | 84.72 | 64.49 | 131% |
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