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JDBRX vs RLBAX
JDBRX vs RLBAX Comparison
Open Charts JDBRX vs RLBAX
Janus Henderson Balanced R
Price$45.95
Change-$0.43 (-0.93%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.46
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
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JDBRX vs RLBAX Comparison Chart
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JDBRX vs. RLBAX commentary
Sep 08, 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 JDBRX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 228B vs. JDBRX (25.7B). RLBAX pays higher dividends than JDBRX: RLBAX (1.59) vs JDBRX (1.36). JDBRX was incepted earlier than RLBAX: JDBRX (15 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (92.00). RLBAX has a lower initial minimum investment than JDBRX: RLBAX (250) vs JDBRX (2500). JDBRX (18.03) and RLBAX (17.92) have marching annual gain over last year. JDBRX return over 5 years is better than : 37.30 vs. RLBAX (31.48).
| JDBRX | RLBAX | JDBRX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 11.394 | 10.312 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7B | 228B | 11% |
| Annual Yield % from dividends | 1.36 | 1.59 | 86% |
| Returns for 1 year | 18.03 | 17.92 | 101% |
| Returns for 3 years | 4.58 | 7.20 | 64% |
| Returns for 5 years | 37.30 | 31.48 | 119% |
| Returns for 10 years | 65.42 | 42.93 | 152% |