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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$51.90
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets28.51B
American Funds American Balanced R4
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JBALX vs RLBEX Comparison Chart in %
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JBALX vs. RLBEX commentary
Dec 05, 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 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 (23 years). JBALX (0.66) is less costly to investors than RLBEX (0.59). JBALX is a more actively managed with annual turnover of: 76.00 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 : 9.75 vs. JBALX (7.19). RLBEX (38.83) and JBALX (37.31) have equivalent 5 years return.
| 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 | 23 years | - |
| Gain YTD | 14.983 | 17.104 | 88% |
| 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 | 7.19 | 9.75 | 74% |
| Returns for 3 years | 39.68 | 40.82 | 97% |
| Returns for 5 years | 37.31 | 38.83 | 96% |
| Returns for 10 years | 99.63 | 77.48 | 129% |
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