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JBALX vs RAMHX
JBALX vs RAMHX Comparison
Open Charts JBALX vs RAMHX
Janus Henderson Balanced I
Price$49.60
Change+$0.15 (+0.30%)
VolumeN/A
Net Assets27.03B
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JBALX vs RAMHX Comparison Chart in %
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JBALX vs. RAMHX commentary
Jul 27, 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 JBALX is a StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. JBALX (27B). JBALX pays higher dividends than RAMHX: JBALX (1.84) vs RAMHX (1.43). JBALX was incepted earlier than RAMHX: JBALX (16 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than JBALX (0.66). JBALX is a more actively managed with annual turnover of: 76.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than JBALX: RAMHX (250) vs JBALX (1000000). JBALX annual gain was more profitable for investors over the last year : 10.79 vs. RAMHX (9.75). JBALX return over 5 years is better than : 43.45 vs. RAMHX (36.97).
| JBALX | RAMHX | JBALX / RAMHX | |
| Total Expense Ratio | 0.66 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.66 | 1.04 | 63% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 9.421 | 8.742 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27B | 254B | 11% |
| Annual Yield % from dividends | 1.84 | 1.43 | 128% |
| Returns for 1 year | 10.79 | 9.75 | 111% |
| Returns for 3 years | 35.48 | 33.15 | 107% |
| Returns for 5 years | 43.45 | 36.97 | 118% |
| Returns for 10 years | 91.42 | 60.29 | 152% |
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