Interact to see
Advertisement
Advertisement
JDBRX vs RLBEX
JDBRX vs RLBEX Comparison
Open Charts JDBRX vs RLBEX
Janus Henderson Balanced R
Price$49.08
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R4
Price$37.10
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
JDBRX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDBRX vs. RLBEX commentary
Aug 10, 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: 254B vs. JDBRX (27.4B). RLBEX pays higher dividends than JDBRX: RLBEX (1.81) vs JDBRX (1.25). 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). JDBRX (10.60) and RLBEX (10.13) have marching annual gain over last year. RLBEX return over 5 years is better than : 37.00 vs. JDBRX (35.11).
| 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 | 9.248 | 8.915 | 104% |
| 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 | 254B | 11% |
| Annual Yield % from dividends | 1.25 | 1.81 | 69% |
| Returns for 1 year | 10.60 | 10.13 | 105% |
| Returns for 3 years | 29.08 | 31.71 | 92% |
| Returns for 5 years | 35.11 | 37.00 | 95% |
| Returns for 10 years | 79.94 | 67.06 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement