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JDBRX vs RLBEX
JDBRX vs RLBEX Comparison
Open Charts JDBRX vs RLBEX
Janus Henderson Balanced R
Price$41.64
Change-$1.50 (-3.48%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R4
Price$32.20
Change-$1.22 (-3.65%)
VolumeN/A
Net Assets220.57B
JDBRX vs RLBEX Comparison Chart
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JDBRX vs. RLBEX commentary
Apr 07, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 221B vs. JDBRX (26.5B). RLBEX pays higher dividends than JDBRX: RLBEX (1.97) 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 (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (76.00). 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 : -1.65 vs. JDBRX (-3.93). RLBEX return over 5 years is better than : 40.76 vs. JDBRX (38.42).
| JDBRX | RLBEX | JDBRX / RLBEX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.60 | 218% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -7.592 | -5.751 | 132% |
| 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 | 221B | 12% |
| Annual Yield % from dividends | 1.40 | 1.97 | 71% |
| Returns for 1 year | -3.93 | -1.65 | 238% |
| Returns for 3 years | 2.43 | 6.20 | 39% |
| Returns for 5 years | 38.42 | 40.76 | 94% |
| Returns for 10 years | 50.95 | 44.33 | 115% |
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