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JDBRX vs RLBCX
JDBRX vs RLBCX Comparison
Open Charts JDBRX vs RLBCX
Janus Henderson Balanced R
Price$43.14
Change-$1.26 (-2.84%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
JDBRX vs RLBCX Comparison Chart
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JDBRX vs. RLBCX 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. JDBRX (26.5B). 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). JDBRX annual gain was more profitable for investors over the last year : 1.72 vs. RLBCX (1.03). JDBRX return over 5 years is better than : 47.59 vs. RLBCX (44.21).
| 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 | -1.467 | -2.233 | 66% |
| 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 | 1.69 | 83% |
| Returns for 1 year | 1.72 | 1.03 | 167% |
| Returns for 3 years | 7.99 | 8.35 | 96% |
| Returns for 5 years | 47.59 | 44.21 | 108% |
| Returns for 10 years | 61.16 | 45.29 | 135% |
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