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JDBAX vs RLBFX
JDBAX vs RLBFX Comparison
Open Charts JDBAX vs RLBFX
Janus Henderson Balanced A
Price$43.80
Change+$2.42 (+5.85%)
VolumeN/A
Net Assets25.08B
American Funds American Balanced R5
Price$33.53
Change+$1.63 (+5.11%)
VolumeN/A
Net Assets217.49B
JDBAX vs RLBFX Comparison Chart
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JDBAX vs. RLBFX commentary
Apr 11, 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: 217B vs. JDBAX (25.1B). RLBFX pays higher dividends than JDBAX: RLBFX (2.26) vs JDBAX (1.82). JDBAX was incepted earlier than RLBFX: JDBAX (16 years) vs RLBFX (23 years). JDBAX (0.88) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (76.00). 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 : -3.29 vs. JDBAX (-5.36). RLBFX (31.81) and JDBAX (31.31) have equivalent 5 years return.
| JDBAX | RLBFX | JDBAX / RLBFX | |
| Total Expense Ratio | 0.88 | 0.30 | 293% |
| Annual Report Gross Expense Ratio | 0.88 | 0.30 | 293% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -8.788 | -6.886 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 217B | 12% |
| Annual Yield % from dividends | 1.82 | 2.26 | 81% |
| Returns for 1 year | -5.36 | -3.29 | 163% |
| Returns for 3 years | 3.47 | 5.75 | 60% |
| Returns for 5 years | 31.31 | 31.81 | 98% |
| Returns for 10 years | 53.98 | 42.36 | 127% |
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