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JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$48.53
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JDBRX vs RLBFX Comparison Chart in %
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JDBRX vs. RLBFX commentary
Jul 05, 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: 252B vs. JDBRX (26.1B). RLBFX pays higher dividends than JDBRX: RLBFX (2.10) vs JDBRX (1.26). 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 : 8.18 vs. JDBRX (6.50). RLBFX return over 5 years is better than : 43.24 vs. JDBRX (40.20).
| 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 | 8.024 | 8.222 | 98% |
| 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 | 252B | 10% |
| Annual Yield % from dividends | 1.26 | 2.10 | 60% |
| Returns for 1 year | 6.50 | 8.18 | 79% |
| Returns for 3 years | 34.02 | 36.13 | 94% |
| Returns for 5 years | 40.20 | 43.24 | 93% |
| Returns for 10 years | 78.27 | 68.15 | 115% |