Interact to see
Advertisement
Advertisement
JBALX vs RLBGX
JBALX vs RLBGX Comparison
Open Charts JBALX vs RLBGX
Janus Henderson Balanced I
Price$47.43
Change-$0.48 (-1.00%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JBALX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JBALX vs. RLBGX commentary
Jun 16, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. JBALX (26.1B). RLBGX pays higher dividends than JBALX: RLBGX (2.23) vs JBALX (1.93). JBALX was incepted earlier than RLBGX: JBALX (16 years) vs RLBGX (16 years). JBALX (0.66) is less costly to investors than RLBGX (0.25). JBALX is a more actively managed with annual turnover of: 76.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JBALX: RLBGX (250) vs JBALX (1000000). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. JBALX (4.07). JBALX return over 5 years is better than : 43.09 vs. RLBGX (40.35).
| JBALX | RLBGX | JBALX / RLBGX | |
| Total Expense Ratio | 0.66 | 0.25 | 264% |
| Annual Report Gross Expense Ratio | 0.66 | 0.25 | 264% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 4.164 | 4.592 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 244B | 11% |
| Annual Yield % from dividends | 1.93 | 2.23 | 87% |
| Returns for 1 year | 4.07 | 5.63 | 72% |
| Returns for 3 years | 35.33 | 33.78 | 105% |
| Returns for 5 years | 43.09 | 40.35 | 107% |
| Returns for 10 years | 81.62 | 60.87 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement