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JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$50.15
Change-$0.27 (-0.54%)
VolumeN/A
Net Assets28.51B
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
JDBRX vs RLBFX Comparison Chart in %
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JDBRX vs. RLBFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. JDBRX (28.5B). RLBFX pays higher dividends than JDBRX: RLBFX (1.97) vs JDBRX (1.15). JDBRX was incepted earlier than RLBFX: JDBRX (16 years) vs RLBFX (24 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 : 9.13 vs. JDBRX (6.64). RLBFX return over 5 years is better than : 39.76 vs. JDBRX (32.24).
| 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 | 24 years | - |
| Gain YTD | 11.933 | 14.008 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5B | 264B | 11% |
| Annual Yield % from dividends | 1.15 | 1.97 | 58% |
| Returns for 1 year | 6.64 | 9.13 | 73% |
| Returns for 3 years | 37.60 | 41.78 | 90% |
| Returns for 5 years | 32.24 | 39.76 | 81% |
| Returns for 10 years | 83.48 | 73.89 | 113% |
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