Interact to see
Advertisement
Advertisement
JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$45.73
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets25.07B
American Funds American Balanced R5
Price$34.97
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
JDBRX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDBRX vs. RLBFX commentary
May 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 238B vs. JDBRX (25.1B). 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 (0.29). 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 : 5.05 vs. JDBRX (3.48). RLBFX return over 5 years is better than : 39.77 vs. JDBRX (37.65).
| 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 | 1.484 | 2.075 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.1B | 238B | 11% |
| Annual Yield % from dividends | 1.40 | 2.26 | 62% |
| Returns for 1 year | 3.48 | 5.05 | 69% |
| Returns for 3 years | 23.98 | 23.43 | 102% |
| Returns for 5 years | 37.65 | 39.77 | 95% |
| Returns for 10 years | 64.18 | 55.01 | 117% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers