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JDBRX vs RLBBX
JDBRX vs RLBBX Comparison
Open Charts JDBRX vs RLBBX
Janus Henderson Balanced R
Price$43.90
Change+$0.30 (+0.69%)
VolumeN/A
Net Assets25.08B
American Funds American Balanced R2
Price$33.53
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
JDBRX vs RLBBX Comparison Chart
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JDBRX vs. RLBBX commentary
Apr 28, 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: 231B 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 (1.33) and JDBRX (1.31) have similar cost to investors . RLBBX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (76.00). 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 : 4.09 vs. JDBRX (3.28). JDBRX return over 5 years is better than : 35.32 vs. RLBBX (32.01).
| JDBRX | RLBBX | JDBRX / RLBBX | |
| Total Expense Ratio | 1.31 | 1.33 | 98% |
| Annual Report Gross Expense Ratio | 1.31 | 1.33 | 98% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -2.577 | -1.402 | 184% |
| 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 | 231B | 11% |
| Annual Yield % from dividends | 1.40 | 1.27 | 110% |
| Returns for 1 year | 3.28 | 4.09 | 80% |
| Returns for 3 years | 14.48 | 14.37 | 101% |
| Returns for 5 years | 35.32 | 32.01 | 110% |
| Returns for 10 years | 57.26 | 41.42 | 138% |