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JBALX vs RLBEX
JBALX vs RLBEX Comparison
Open Charts JBALX vs RLBEX
Janus Henderson Balanced I
Price$51.00
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets28.02B
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JBALX vs RLBEX Comparison Chart in %
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JBALX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. JBALX (28B). RLBEX (1.74) and JBALX (1.73) 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 : 8.70 vs. JBALX (7.53). RLBEX return over 5 years is better than : 42.04 vs. JBALX (39.27).
| 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 | 12.989 | 14.631 | 89% |
| 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 | 1.74 | 99% |
| Returns for 1 year | 7.53 | 8.70 | 87% |
| Returns for 3 years | 47.61 | 50.52 | 94% |
| Returns for 5 years | 39.27 | 42.04 | 93% |
| Returns for 10 years | 101.58 | 77.69 | 131% |
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