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JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$43.90
Change+$0.30 (+0.69%)
VolumeN/A
Net Assets25.08B
American Funds American Balanced R5
Price$33.89
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
JDBRX vs RLBFX Comparison Chart
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JDBRX vs. RLBFX commentary
Apr 28, 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: 231B 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 (0.30). 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). RLBFX annual gain was more profitable for investors over the last year : 5.20 vs. JDBRX (3.28). RLBFX return over 5 years is better than : 37.99 vs. JDBRX (35.32).
| 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 | -2.577 | -1.077 | 239% |
| 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 | 231B | 11% |
| Annual Yield % from dividends | 1.40 | 2.26 | 62% |
| Returns for 1 year | 3.28 | 5.20 | 63% |
| Returns for 3 years | 14.48 | 17.31 | 84% |
| Returns for 5 years | 35.32 | 37.99 | 93% |
| Returns for 10 years | 57.26 | 50.05 | 114% |
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