Interact to see
Advertisement
Advertisement
JBALX vs RLBFX
JBALX vs RLBFX Comparison
Open Charts JBALX vs RLBFX
Janus Henderson Balanced I
Price$51.46
Change-$0.64 (-1.23%)
VolumeN/A
Net Assets28.51B
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JBALX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JBALX vs. RLBFX commentary
Nov 14, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. JBALX (28.5B). RLBFX pays higher dividends than JBALX: RLBFX (1.97) vs JBALX (1.70). JBALX was incepted earlier than RLBFX: JBALX (16 years) vs RLBFX (24 years). JBALX (0.66) is less costly to investors than RLBFX (0.29). JBALX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JBALX: RLBFX (250) vs JBALX (1000000). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. JBALX (7.41). RLBFX return over 5 years is better than : 43.06 vs. JBALX (38.50).
| JBALX | RLBFX | JBALX / RLBFX | |
| Total Expense Ratio | 0.66 | 0.29 | 228% |
| Annual Report Gross Expense Ratio | 0.66 | 0.29 | 228% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 14.008 | 16.507 | 85% |
| 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 | 1.97 | 86% |
| Returns for 1 year | 7.41 | 10.28 | 72% |
| Returns for 3 years | 43.18 | 44.74 | 97% |
| Returns for 5 years | 38.50 | 43.06 | 89% |
| Returns for 10 years | 101.99 | 81.39 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement