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JDBRX vs RLBCX
JDBRX vs RLBCX Comparison
Open Charts JDBRX vs RLBCX
Janus Henderson Balanced R
Price$49.40
Change+$0.24 (+0.49%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R3
Price$37.30
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets256.45B
JDBRX vs RLBCX Comparison Chart in %
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JDBRX vs. RLBCX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. JDBRX (27.4B). RLBCX pays higher dividends than JDBRX: RLBCX (1.53) vs JDBRX (1.23). 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 (8.12) and JDBRX (7.96) have marching annual gain over last year. RLBCX return over 5 years is better than : 36.33 vs. JDBRX (33.85).
| 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 | 9.961 | 9.861 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4B | 256B | 11% |
| Annual Yield % from dividends | 1.23 | 1.53 | 80% |
| Returns for 1 year | 7.96 | 8.12 | 98% |
| Returns for 3 years | 34.57 | 36.23 | 95% |
| Returns for 5 years | 33.85 | 36.33 | 93% |
| Returns for 10 years | 89.61 | 72.59 | 123% |