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JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$46.19
Change-$0.49 (-1.05%)
VolumeN/A
Net Assets26.62B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JDBRX vs RLBFX Comparison Chart
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JDBRX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. JDBRX (26.6B). 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 : 9.54 vs. JDBRX (6.65). RLBFX return over 5 years is better than : 31.70 vs. JDBRX (28.47).
| 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 | 2.145 | 2.908 | 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 | 2.50 | 54% |
| Returns for 1 year | 6.65 | 9.54 | 70% |
| Returns for 3 years | 14.26 | 18.32 | 78% |
| Returns for 5 years | 28.47 | 31.70 | 90% |
| Returns for 10 years | 65.25 | 55.11 | 118% |