Interact to see
Advertisement
Advertisement
JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$50.67
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets27.56B
American Funds American Balanced R5
Price$39.17
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JDBRX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDBRX vs. RLBFX commentary
Oct 09, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. JDBRX (27.6B). RLBFX pays higher dividends than JDBRX: RLBFX (2.00) vs JDBRX (1.17). JDBRX was incepted earlier than RLBFX: JDBRX (16 years) vs RLBFX (23 years). JDBRX (1.31) is less costly to investors than RLBFX (0.29). JDBRX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). 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 : 10.26 vs. JDBRX (8.12). RLBFX return over 5 years is better than : 44.28 vs. JDBRX (35.35).
| JDBRX | RLBFX | JDBRX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.29 | 452% |
| Annual Report Gross Expense Ratio | 1.31 | 0.29 | 452% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 12.848 | 15.154 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6B | 266B | 10% |
| Annual Yield % from dividends | 1.17 | 2.00 | 58% |
| Returns for 1 year | 8.12 | 10.26 | 79% |
| Returns for 3 years | 46.43 | 53.03 | 88% |
| Returns for 5 years | 35.35 | 44.28 | 80% |
| Returns for 10 years | 89.63 | 80.75 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers