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JDBAX vs RLBFX
JDBAX vs RLBFX Comparison
Open Charts JDBAX vs RLBFX
Janus Henderson Balanced A
Price$46.05
Change+$0.26 (+0.57%)
VolumeN/A
Net Assets26.21B
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets238.66B
JDBAX vs RLBFX Comparison Chart
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JDBAX vs. RLBFX commentary
Jan 19, 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: 239B vs. JDBAX (26.2B). RLBFX pays higher dividends than JDBAX: RLBFX (2.50) vs JDBAX (1.75). JDBAX was incepted earlier than RLBFX: JDBAX (16 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). RLBFX annual gain was more profitable for investors over the last year : 12.61 vs. JDBAX (10.73). RLBFX (31.46) and JDBAX (30.98) have equivalent 5 years return.
| JDBAX | RLBFX | JDBAX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.053 | 1.948 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 239B | 11% |
| Annual Yield % from dividends | 1.75 | 2.50 | 70% |
| Returns for 1 year | 10.73 | 12.61 | 85% |
| Returns for 3 years | 10.34 | 13.10 | 79% |
| Returns for 5 years | 30.98 | 31.46 | 98% |
| Returns for 10 years | 76.21 | 58.66 | 130% |
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