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JDBAX vs RLBGX
JDBAX vs RLBGX Comparison
Open Charts JDBAX vs RLBGX
Janus Henderson Balanced A
Price$47.97
Change-$0.51 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
JDBAX vs RLBGX Comparison Chart
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JDBAX vs. RLBGX commentary
Nov 18, 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. JDBAX (26B). RLBGX pays higher dividends than JDBAX: RLBGX (2.55) vs JDBAX (1.75). JDBAX was incepted earlier than RLBGX: JDBAX (15 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (92.00). RLBGX has a lower initial minimum investment than JDBAX: RLBGX (250) vs JDBAX (2500). RLBGX (21.31) and JDBAX (20.79) have marching annual gain over last year. JDBAX return over 5 years is better than : 41.14 vs. RLBGX (36.78).
| JDBAX | RLBGX | JDBAX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 15.119 | 14.385 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 236B | 11% |
| Annual Yield % from dividends | 1.75 | 2.55 | 68% |
| Returns for 1 year | 20.79 | 21.31 | 98% |
| Returns for 3 years | 6.57 | 11.30 | 58% |
| Returns for 5 years | 41.14 | 36.78 | 112% |
| Returns for 10 years | 74.46 | 53.54 | 139% |