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JDBAX vs RLBEX
JDBAX vs RLBEX Comparison
Open Charts JDBAX vs RLBEX
Janus Henderson Balanced A
Price$41.97
Change-$1.51 (-3.47%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R4
Price$32.20
Change-$1.22 (-3.65%)
VolumeN/A
Net Assets220.57B
JDBAX vs RLBEX Comparison Chart
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JDBAX vs. RLBEX commentary
Apr 06, 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: 221B vs. JDBAX (26.5B). RLBEX pays higher dividends than JDBAX: RLBEX (1.97) vs JDBAX (1.82). JDBAX was incepted earlier than RLBEX: JDBAX (16 years) vs RLBEX (23 years). JDBAX (0.88) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (76.00). 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 : -1.65 vs. JDBAX (-3.47). JDBAX (41.55) and RLBEX (40.76) have equivalent 5 years return.
| JDBAX | RLBEX | JDBAX / RLBEX | |
| Total Expense Ratio | 0.88 | 0.60 | 147% |
| Annual Report Gross Expense Ratio | 0.88 | 0.60 | 147% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -7.488 | -5.751 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 221B | 12% |
| Annual Yield % from dividends | 1.82 | 1.97 | 92% |
| Returns for 1 year | -3.47 | -1.65 | 210% |
| Returns for 3 years | 3.79 | 6.20 | 61% |
| Returns for 5 years | 41.55 | 40.76 | 102% |
| Returns for 10 years | 57.34 | 44.33 | 129% |
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