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JDBRX vs RLBEX
JDBRX vs RLBEX Comparison
Open Charts JDBRX vs RLBEX
Janus Henderson Balanced R
Price$46.19
Change-$0.49 (-1.05%)
VolumeN/A
Net Assets26.62B
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JDBRX vs RLBEX Comparison Chart
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JDBRX vs. RLBEX commentary
Feb 23, 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. JDBRX (26.6B). 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 : 9.22 vs. JDBRX (6.65). RLBEX return over 5 years is better than : 30.07 vs. JDBRX (28.47).
| 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 | 2.145 | 2.889 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.6B | 242B | 11% |
| Annual Yield % from dividends | 1.36 | 2.24 | 61% |
| Returns for 1 year | 6.65 | 9.22 | 72% |
| Returns for 3 years | 14.26 | 17.55 | 81% |
| Returns for 5 years | 28.47 | 30.07 | 95% |
| Returns for 10 years | 65.25 | 54.52 | 120% |
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