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JDBAX vs RLBFX
JDBAX vs RLBFX Comparison
Open Charts JDBAX vs RLBFX
Janus Henderson Balanced A
Price$45.50
Change-$0.97 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
JDBAX vs RLBFX Comparison Chart
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JDBAX vs. RLBFX commentary
Dec 19, 2024
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 StrongBuy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. JDBAX (26.9B). RLBFX pays higher dividends than JDBAX: RLBFX (2.50) vs JDBAX (1.75). JDBAX was incepted earlier than RLBFX: JDBAX (15 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (92.00). RLBFX has a lower initial minimum investment than JDBAX: RLBFX (250) vs JDBAX (2500). JDBAX (12.91) and RLBFX (12.81) have marching annual gain over last year. JDBAX return over 5 years is better than : 36.07 vs. RLBFX (34.29).
| JDBAX | RLBFX | JDBAX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.055 | 11.792 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 241B | 11% |
| Annual Yield % from dividends | 1.75 | 2.50 | 70% |
| Returns for 1 year | 12.91 | 12.81 | 101% |
| Returns for 3 years | 4.82 | 12.40 | 39% |
| Returns for 5 years | 36.07 | 34.29 | 105% |
| Returns for 10 years | 76.59 | 48.83 | 157% |
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