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JDBRX vs RLBBX
JDBRX vs RLBBX Comparison
Open Charts JDBRX vs RLBBX
Janus Henderson Balanced R
Price$43.14
Change-$1.26 (-2.84%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
JDBRX vs RLBBX Comparison Chart
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JDBRX vs. RLBBX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. JDBRX (26.5B). 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). JDBRX annual gain was more profitable for investors over the last year : 1.72 vs. RLBBX (0.60). JDBRX return over 5 years is better than : 47.59 vs. RLBBX (41.66).
| 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 | -1.467 | -2.343 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 235B | 11% |
| Annual Yield % from dividends | 1.40 | 1.27 | 110% |
| Returns for 1 year | 1.72 | 0.60 | 288% |
| Returns for 3 years | 7.99 | 7.26 | 110% |
| Returns for 5 years | 47.59 | 41.66 | 114% |
| Returns for 10 years | 61.16 | 41.83 | 146% |
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