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JDBAX vs RLBFX
JDBAX vs RLBFX Comparison
Open Charts JDBAX vs RLBFX
Janus Henderson Balanced A
Price$50.16
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
JDBAX vs RLBFX Comparison Chart in %
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JDBAX vs. RLBFX commentary
Aug 29, 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: 255B vs. JDBAX (27.4B). RLBFX pays higher dividends than JDBAX: RLBFX (2.08) vs JDBAX (1.62). 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 (8.40) and JDBAX (8.16) have marching annual gain over last year. RLBFX return over 5 years is better than : 39.12 vs. JDBAX (35.61).
| 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 | 11.009 | 10.801 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4B | 255B | 11% |
| Annual Yield % from dividends | 1.62 | 2.08 | 78% |
| Returns for 1 year | 8.16 | 8.40 | 97% |
| Returns for 3 years | 35.24 | 36.67 | 96% |
| Returns for 5 years | 35.61 | 39.12 | 91% |
| Returns for 10 years | 96.12 | 77.18 | 125% |
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