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JDBRX vs RLBCX
JDBRX vs RLBCX Comparison
Open Charts JDBRX vs RLBCX
Janus Henderson Balanced R
Price$46.81
Change-$0.47 (-0.99%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R3
Price$35.41
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
JDBRX vs RLBCX Comparison Chart
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JDBRX vs. RLBCX commentary
Jun 15, 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: 244B vs. JDBRX (26.1B). RLBCX pays higher dividends than JDBRX: RLBCX (1.63) vs JDBRX (1.34). 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 : 4.94 vs. JDBRX (3.34). JDBRX (38.33) and RLBCX (36.51) 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 | 3.881 | 4.294 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 244B | 11% |
| Annual Yield % from dividends | 1.34 | 1.63 | 82% |
| Returns for 1 year | 3.34 | 4.94 | 68% |
| Returns for 3 years | 32.64 | 31.54 | 104% |
| Returns for 5 years | 38.33 | 36.51 | 105% |
| Returns for 10 years | 69.91 | 54.99 | 127% |
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