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JDBRX vs RLBBX
JDBRX vs RLBBX Comparison
Open Charts JDBRX vs RLBBX
Janus Henderson Balanced R
Price$45.73
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R2
Price$34.58
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
JDBRX vs RLBBX Comparison Chart
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JDBRX vs. RLBBX commentary
May 23, 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 JDBRX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 238B vs. JDBRX (25.1B). JDBRX pays higher dividends than RLBBX: JDBRX (1.40) vs RLBBX (1.27). JDBRX was incepted earlier than RLBBX: JDBRX (16 years) vs RLBBX (23 years). RLBBX (1.32) and JDBRX (1.31) have similar cost to investors . JDBRX is a more actively managed with annual turnover of: 76.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than JDBRX: RLBBX (250) vs JDBRX (2500). RLBBX annual gain was more profitable for investors over the last year : 3.94 vs. JDBRX (3.48). JDBRX return over 5 years is better than : 37.65 vs. RLBBX (33.77).
| JDBRX | RLBBX | JDBRX / RLBBX | |
| Total Expense Ratio | 1.31 | 1.32 | 99% |
| Annual Report Gross Expense Ratio | 1.31 | 1.32 | 99% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.484 | 1.686 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 238B | 11% |
| Annual Yield % from dividends | 1.40 | 1.27 | 110% |
| Returns for 1 year | 3.48 | 3.94 | 88% |
| Returns for 3 years | 23.98 | 20.42 | 117% |
| Returns for 5 years | 37.65 | 33.77 | 111% |
| Returns for 10 years | 64.18 | 46.08 | 139% |
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