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JBALX vs RAMHX
JBALX vs RAMHX Comparison
Open Charts JBALX vs RAMHX
Janus Henderson Balanced I
Price$49.13
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JBALX vs RAMHX Comparison Chart in %
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JBALX vs. RAMHX commentary
Jul 07, 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: 252B vs. JBALX (26.1B). 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). RAMHX (7.35) and JBALX (7.27) have marching annual gain over last year. JBALX return over 5 years is better than : 45.07 vs. RAMHX (38.74).
| 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 | 8.384 | 7.830 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 252B | 10% |
| Annual Yield % from dividends | 1.84 | 1.43 | 128% |
| Returns for 1 year | 7.27 | 7.35 | 99% |
| Returns for 3 years | 36.77 | 33.46 | 110% |
| Returns for 5 years | 45.07 | 38.74 | 116% |
| Returns for 10 years | 90.66 | 60.36 | 150% |
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