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JDBRX vs RLBEX
JDBRX vs RLBEX Comparison
Open Charts JDBRX vs RLBEX
Janus Henderson Balanced R
Price$43.90
Change+$0.30 (+0.69%)
VolumeN/A
Net Assets25.08B
American Funds American Balanced R4
Price$33.77
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
JDBRX vs RLBEX Comparison Chart
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JDBRX vs. RLBEX commentary
Apr 28, 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: 231B vs. JDBRX (25.1B). 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 : 4.87 vs. JDBRX (3.28). RLBEX (36.26) and JDBRX (35.32) have equivalent 5 years return.
| 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 | -2.577 | -1.156 | 223% |
| 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 | 231B | 11% |
| Annual Yield % from dividends | 1.40 | 1.97 | 71% |
| Returns for 1 year | 3.28 | 4.87 | 67% |
| Returns for 3 years | 14.48 | 16.46 | 88% |
| Returns for 5 years | 35.32 | 36.26 | 97% |
| Returns for 10 years | 57.26 | 49.39 | 116% |
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