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JDBRX vs RLBEX
JDBRX vs RLBEX Comparison
Open Charts JDBRX vs RLBEX
Janus Henderson Balanced R
Price$45.73
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R4
Price$34.84
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
JDBRX vs RLBEX Comparison Chart
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JDBRX vs. RLBEX commentary
May 23, 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: 238B vs. JDBRX (25.1B). RLBEX pays higher dividends than JDBRX: RLBEX (1.98) vs JDBRX (1.40). 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 : 4.75 vs. JDBRX (3.48). RLBEX (38.04) and JDBRX (37.65) have equivalent 5 years return.
| 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 | 1.484 | 1.976 | 75% |
| 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 | 238B | 11% |
| Annual Yield % from dividends | 1.40 | 1.98 | 71% |
| Returns for 1 year | 3.48 | 4.75 | 73% |
| Returns for 3 years | 23.98 | 22.57 | 106% |
| Returns for 5 years | 37.65 | 38.04 | 99% |
| Returns for 10 years | 64.18 | 54.30 | 118% |
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