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JDBAX vs RLBFX
JDBAX vs RLBFX Comparison
Open Charts JDBAX vs RLBFX
Janus Henderson Balanced A
Price$46.06
Change-$0.56 (-1.20%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R5
Price$34.94
Change-$0.40 (-1.13%)
VolumeN/A
Net Assets240.4B
JDBAX vs RLBFX Comparison Chart
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JDBAX vs. RLBFX commentary
May 22, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. JDBAX (25.1B). RLBFX pays higher dividends than JDBAX: RLBFX (2.26) vs JDBAX (1.81). JDBAX was incepted earlier than RLBFX: JDBAX (16 years) vs RLBFX (23 years). JDBAX (0.88) is less costly to investors than RLBFX (0.29). JDBAX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDBAX: RLBFX (250) vs JDBAX (2500). RLBFX annual gain was more profitable for investors over the last year : 4.59 vs. JDBAX (3.62). JDBAX (40.55) and RLBFX (39.65) have equivalent 5 years return.
| JDBAX | RLBFX | JDBAX / RLBFX | |
| Total Expense Ratio | 0.88 | 0.29 | 303% |
| Annual Report Gross Expense Ratio | 0.88 | 0.29 | 303% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.528 | 1.988 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 240B | 10% |
| Annual Yield % from dividends | 1.81 | 2.26 | 80% |
| Returns for 1 year | 3.62 | 4.59 | 79% |
| Returns for 3 years | 26.69 | 24.32 | 110% |
| Returns for 5 years | 40.55 | 39.65 | 102% |
| Returns for 10 years | 70.90 | 54.88 | 129% |
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