Interact to see
Advertisement
Advertisement
JDBAX vs RLBFX
JDBAX vs RLBFX Comparison
Open Charts JDBAX vs RLBFX
Janus Henderson Balanced A
Price$48.93
Change-$0.37 (-0.75%)
VolumeN/A
Net Assets27.03B
American Funds American Balanced R5
Price$36.83
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
JDBAX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDBAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 251B vs. JDBAX (27B). 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). JDBAX annual gain was more profitable for investors over the last year : 8.24 vs. RLBFX (7.83). RLBFX (39.05) and JDBAX (39.03) 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 | 8.287 | 7.900 | 105% |
| 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 | 2.08 | 78% |
| Returns for 1 year | 8.24 | 7.83 | 105% |
| Returns for 3 years | 29.74 | 31.88 | 93% |
| Returns for 5 years | 39.03 | 39.05 | 100% |
| Returns for 10 years | 84.72 | 65.43 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AGG | 99.14 | 0.85 | +0.86% |
| iShares Core US Aggregate Bond ETF | |||
| UPAR | 13.97 | 0.06 | +0.43% |
| UPAR Ultra Risk Parity ETF | |||
| FMAR | 45.06 | -0.32 | -0.71% |
| FT Vest US Equity Buffer ETF Mar | |||
| XDOC | 32.65 | -0.32 | -0.98% |
| Innovator US Equity Accelerated ETF Oct | |||
| LGI | 16.67 | -0.25 | -1.48% |
| Lazard Global Total Return & Income Fund | |||