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JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$45.68
Change+$0.25 (+0.55%)
VolumeN/A
Net Assets26.21B
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JDBRX vs RLBFX Comparison Chart
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JDBRX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. JDBRX (26.2B). RLBFX pays higher dividends than JDBRX: RLBFX (2.50) vs JDBRX (1.36). JDBRX was incepted earlier than RLBFX: JDBRX (16 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (92.00). RLBFX has a lower initial minimum investment than JDBRX: RLBFX (250) vs JDBRX (2500). RLBFX annual gain was more profitable for investors over the last year : 12.61 vs. JDBRX (10.19). RLBFX return over 5 years is better than : 31.46 vs. JDBRX (28.10).
| JDBRX | RLBFX | JDBRX / RLBFX | |
| 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 | 1.948 | 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 | 2.50 | 54% |
| Returns for 1 year | 10.19 | 12.61 | 81% |
| Returns for 3 years | 8.87 | 13.10 | 68% |
| Returns for 5 years | 28.10 | 31.46 | 89% |
| Returns for 10 years | 69.06 | 58.66 | 118% |
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