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JDBRX vs RLBCX
JDBRX vs RLBCX Comparison
Open Charts JDBRX vs RLBCX
Janus Henderson Balanced R
Price$43.90
Change+$0.30 (+0.69%)
VolumeN/A
Net Assets25.08B
American Funds American Balanced R3
Price$33.60
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
JDBRX vs RLBCX Comparison Chart
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JDBRX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 231B vs. JDBRX (25.1B). RLBCX pays higher dividends than JDBRX: RLBCX (1.69) 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (76.00). 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 : 4.53 vs. JDBRX (3.28). JDBRX (35.32) and RLBCX (34.45) 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 | -2.577 | -1.264 | 204% |
| 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 | 1.69 | 83% |
| Returns for 1 year | 3.28 | 4.53 | 72% |
| Returns for 3 years | 14.48 | 15.59 | 93% |
| Returns for 5 years | 35.32 | 34.45 | 103% |
| Returns for 10 years | 57.26 | 44.92 | 127% |
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