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JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$43.14
Change-$1.26 (-2.84%)
VolumeN/A
Net Assets26.48B
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
JDBRX vs RLBFX Comparison Chart
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JDBRX vs. RLBFX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. JDBRX (26.5B). RLBFX pays higher dividends than JDBRX: RLBFX (2.26) vs JDBRX (1.40). JDBRX was incepted earlier than RLBFX: JDBRX (16 years) vs RLBFX (23 years). JDBRX (1.31) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (76.00). RLBFX has a lower initial minimum investment than JDBRX: RLBFX (250) vs JDBRX (2500). JDBRX (1.72) and RLBFX (1.68) have marching annual gain over last year. RLBFX (48.03) and JDBRX (47.59) have equivalent 5 years return.
| JDBRX | RLBFX | JDBRX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.30 | 437% |
| Annual Report Gross Expense Ratio | 1.31 | 0.30 | 437% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -1.467 | -2.099 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 235B | 11% |
| Annual Yield % from dividends | 1.40 | 2.26 | 62% |
| Returns for 1 year | 1.72 | 1.68 | 103% |
| Returns for 3 years | 7.99 | 9.95 | 80% |
| Returns for 5 years | 47.59 | 48.03 | 99% |
| Returns for 10 years | 61.16 | 50.46 | 121% |
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