Interact to see
Advertisement
Advertisement
JBALX vs RLBCX
JBALX vs RLBCX Comparison
Open Charts JBALX vs RLBCX
Janus Henderson Balanced I
Price$51.00
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets28.02B
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JBALX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBALX vs. RLBCX commentary
Oct 19, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. JBALX (28B). JBALX pays higher dividends than RLBCX: JBALX (1.73) vs RLBCX (1.49). JBALX was incepted earlier than RLBCX: JBALX (16 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than JBALX (0.66). JBALX is a more actively managed with annual turnover of: 76.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JBALX: RLBCX (250) vs JBALX (1000000). RLBCX annual gain was more profitable for investors over the last year : 8.34 vs. JBALX (7.53). RLBCX (40.24) and JBALX (39.27) have equivalent 5 years return.
| JBALX | RLBCX | JBALX / RLBCX | |
| Total Expense Ratio | 0.66 | 0.89 | 74% |
| Annual Report Gross Expense Ratio | 0.66 | 0.89 | 74% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 12.989 | 14.364 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28B | 265B | 11% |
| Annual Yield % from dividends | 1.73 | 1.49 | 116% |
| Returns for 1 year | 7.53 | 8.34 | 90% |
| Returns for 3 years | 47.61 | 49.26 | 97% |
| Returns for 5 years | 39.27 | 40.24 | 98% |
| Returns for 10 years | 101.58 | 72.18 | 141% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement