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JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$46.81
Change-$0.47 (-0.99%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JDBRX vs RLBFX Comparison Chart
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JDBRX vs. RLBFX commentary
Jun 15, 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: 244B vs. JDBRX (26.1B). RLBFX pays higher dividends than JDBRX: RLBFX (2.18) vs JDBRX (1.34). 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 : 5.61 vs. JDBRX (3.34). RLBFX (40.09) and JDBRX (38.33) have equivalent 5 years return.
| 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 | 3.881 | 4.560 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 244B | 11% |
| Annual Yield % from dividends | 1.34 | 2.18 | 61% |
| Returns for 1 year | 3.34 | 5.61 | 60% |
| Returns for 3 years | 32.64 | 33.66 | 97% |
| Returns for 5 years | 38.33 | 40.09 | 96% |
| Returns for 10 years | 69.91 | 60.51 | 116% |
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