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JDBAX vs RLBFX
JDBAX vs RLBFX Comparison
Open Charts JDBAX vs RLBFX
Janus Henderson Balanced A
Price$47.69
Change+$0.22 (+0.46%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R5
Price$36.00
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets245.62B
JDBAX vs RLBFX Comparison Chart
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JDBAX vs. RLBFX commentary
Jun 13, 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: 246B vs. JDBAX (26.1B). RLBFX pays higher dividends than JDBAX: RLBFX (2.18) vs JDBAX (1.73). 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 : 7.14 vs. JDBAX (5.20). JDBAX (42.85) and RLBFX (41.30) 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 | 5.121 | 5.468 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 246B | 11% |
| Annual Yield % from dividends | 1.73 | 2.18 | 79% |
| Returns for 1 year | 5.20 | 7.14 | 73% |
| Returns for 3 years | 35.20 | 34.06 | 103% |
| Returns for 5 years | 42.85 | 41.30 | 104% |
| Returns for 10 years | 79.42 | 62.62 | 127% |
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