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JDBAX vs RLBEX
JDBAX vs RLBEX Comparison
Open Charts JDBAX vs RLBEX
Janus Henderson Balanced A
Price$46.58
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets26.62B
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JDBAX vs RLBEX Comparison Chart
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JDBAX vs. RLBEX commentary
Feb 23, 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: 242B vs. JDBAX (26.6B). RLBEX pays higher dividends than JDBAX: RLBEX (2.24) vs JDBAX (1.75). JDBAX was incepted earlier than RLBEX: JDBAX (16 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). RLBEX annual gain was more profitable for investors over the last year : 9.22 vs. JDBAX (7.17). JDBAX (31.37) and RLBEX (30.07) have equivalent 5 years return.
| JDBAX | RLBEX | JDBAX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.216 | 2.889 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 242B | 11% |
| Annual Yield % from dividends | 1.75 | 2.24 | 78% |
| Returns for 1 year | 7.17 | 9.22 | 78% |
| Returns for 3 years | 15.81 | 17.55 | 90% |
| Returns for 5 years | 31.37 | 30.07 | 104% |
| Returns for 10 years | 72.22 | 54.52 | 132% |
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