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JDBRX vs RLBEX
JDBRX vs RLBEX Comparison
Open Charts JDBRX vs RLBEX
Janus Henderson Balanced R
Price$45.68
Change+$0.25 (+0.55%)
VolumeN/A
Net Assets26.21B
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JDBRX vs RLBEX Comparison Chart
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JDBRX vs. RLBEX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 240B vs. JDBRX (26.2B). RLBEX pays higher dividends than JDBRX: RLBEX (2.24) vs JDBRX (1.36). JDBRX was incepted earlier than RLBEX: JDBRX (16 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (92.00). 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 : 12.28 vs. JDBRX (10.19). RLBEX return over 5 years is better than : 29.82 vs. JDBRX (28.10).
| JDBRX | RLBEX | JDBRX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.017 | 1.955 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 240B | 11% |
| Annual Yield % from dividends | 1.36 | 2.24 | 61% |
| Returns for 1 year | 10.19 | 12.28 | 83% |
| Returns for 3 years | 8.87 | 12.34 | 72% |
| Returns for 5 years | 28.10 | 29.82 | 94% |
| Returns for 10 years | 69.06 | 58.04 | 119% |
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