Interact to see
Advertisement
Advertisement
JDBRX vs RLBCX
JDBRX vs RLBCX Comparison
Open Charts JDBRX vs RLBCX
Janus Henderson Balanced R
Price$45.73
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R3
Price$34.67
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
JDBRX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDBRX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. JDBRX (25.1B). RLBCX pays higher dividends than JDBRX: RLBCX (1.70) vs JDBRX (1.40). JDBRX was incepted earlier than RLBCX: JDBRX (16 years) vs RLBCX (23 years). JDBRX (1.31) is less costly to investors than RLBCX (0.89). JDBRX is a more actively managed with annual turnover of: 76.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDBRX: RLBCX (250) vs JDBRX (2500). RLBCX annual gain was more profitable for investors over the last year : 4.44 vs. JDBRX (3.48). JDBRX (37.65) and RLBCX (36.27) have equivalent 5 years return.
| JDBRX | RLBCX | JDBRX / RLBCX | |
| Total Expense Ratio | 1.31 | 0.89 | 147% |
| Annual Report Gross Expense Ratio | 1.31 | 0.89 | 147% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.484 | 1.881 | 79% |
| 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 | 1.70 | 82% |
| Returns for 1 year | 3.48 | 4.44 | 78% |
| Returns for 3 years | 23.98 | 21.68 | 111% |
| Returns for 5 years | 37.65 | 36.27 | 104% |
| Returns for 10 years | 64.18 | 49.72 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers