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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$48.68
Change+$0.14 (+0.29%)
VolumeN/A
Net Assets28.46B
American Funds American Balanced R4
Price$37.57
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
JBALX vs RLBEX Comparison Chart in %
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JBALX vs. RLBEX commentary
Dec 26, 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 Hold and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. JBALX (28.5B). JBALX (1.70) and RLBEX (1.68) have matching dividends . JBALX was incepted earlier than RLBEX: JBALX (16 years) vs RLBEX (24 years). JBALX (0.66) is less costly to investors than RLBEX (0.59). JBALX is a more actively managed with annual turnover of: 75.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than JBALX: RLBEX (250) vs JBALX (1000000). RLBEX annual gain was more profitable for investors over the last year : 9.16 vs. JBALX (6.16). RLBEX return over 5 years is better than : 34.59 vs. JBALX (29.59).
| JBALX | RLBEX | JBALX / RLBEX | |
| Total Expense Ratio | 0.66 | 0.59 | 112% |
| Annual Report Gross Expense Ratio | 0.66 | 0.59 | 112% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 7.849 | 10.598 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5B | 269B | 11% |
| Annual Yield % from dividends | 1.70 | 1.68 | 101% |
| Returns for 1 year | 6.16 | 9.16 | 67% |
| Returns for 3 years | 36.57 | 37.61 | 97% |
| Returns for 5 years | 29.59 | 34.59 | 86% |
| Returns for 10 years | 98.08 | 75.95 | 129% |
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