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JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$49.40
Change+$0.24 (+0.49%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R5
Price$37.65
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets256.45B
JDBRX vs RLBFX Comparison Chart in %
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JDBRX vs. RLBFX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. JDBRX (27.4B). RLBFX pays higher dividends than JDBRX: RLBFX (2.05) vs JDBRX (1.23). 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 : 8.79 vs. JDBRX (7.96). RLBFX return over 5 years is better than : 39.86 vs. JDBRX (33.85).
| 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 | 9.961 | 10.302 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4B | 256B | 11% |
| Annual Yield % from dividends | 1.23 | 2.05 | 60% |
| Returns for 1 year | 7.96 | 8.79 | 91% |
| Returns for 3 years | 34.57 | 38.41 | 90% |
| Returns for 5 years | 33.85 | 39.86 | 85% |
| Returns for 10 years | 89.61 | 79.00 | 113% |
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