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JDBRX vs RLBEX
JDBRX vs RLBEX Comparison
Open Charts JDBRX vs RLBEX
Janus Henderson Balanced R
Price$50.67
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets27.56B
American Funds American Balanced R4
Price$39.03
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JDBRX vs RLBEX Comparison Chart in %
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JDBRX vs. RLBEX commentary
Oct 09, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. JDBRX (27.6B). RLBEX pays higher dividends than JDBRX: RLBEX (1.74) vs JDBRX (1.17). JDBRX was incepted earlier than RLBEX: JDBRX (16 years) vs RLBEX (23 years). JDBRX (1.31) is less costly to investors than RLBEX (0.59). JDBRX is a more actively managed with annual turnover of: 76.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JDBRX: RLBEX (250) vs JDBRX (2500). RLBEX annual gain was more profitable for investors over the last year : 9.91 vs. JDBRX (8.12). RLBEX return over 5 years is better than : 42.47 vs. JDBRX (35.35).
| JDBRX | RLBEX | JDBRX / RLBEX | |
| Total Expense Ratio | 1.31 | 0.59 | 222% |
| Annual Report Gross Expense Ratio | 1.31 | 0.59 | 222% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 12.848 | 14.896 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6B | 266B | 10% |
| Annual Yield % from dividends | 1.17 | 1.74 | 67% |
| Returns for 1 year | 8.12 | 9.91 | 82% |
| Returns for 3 years | 46.43 | 51.76 | 90% |
| Returns for 5 years | 35.35 | 42.47 | 83% |
| Returns for 10 years | 89.63 | 79.56 | 113% |
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