Interact to see
Advertisement
Advertisement
JDBRX vs RLBEX
JDBRX vs RLBEX Comparison
Open Charts JDBRX vs RLBEX
Janus Henderson Balanced R
Price$49.40
Change+$0.24 (+0.49%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R4
Price$37.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets256.45B
JDBRX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDBRX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. JDBRX (27.4B). RLBEX pays higher dividends than JDBRX: RLBEX (1.79) vs JDBRX (1.23). 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 : 8.45 vs. JDBRX (7.96). RLBEX return over 5 years is better than : 38.06 vs. JDBRX (33.85).
| 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 | 9.961 | 10.060 | 99% |
| 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 | 1.79 | 69% |
| Returns for 1 year | 7.96 | 8.45 | 94% |
| Returns for 3 years | 34.57 | 37.31 | 93% |
| Returns for 5 years | 33.85 | 38.06 | 89% |
| Returns for 10 years | 89.61 | 78.00 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers