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JBALX vs RLBGX
JBALX vs RLBGX Comparison
Open Charts JBALX vs RLBGX
Janus Henderson Balanced I
Price$49.13
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JBALX vs RLBGX Comparison Chart in %
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JBALX vs. RLBGX commentary
Jul 07, 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: 252B vs. JBALX (26.1B). RLBGX pays higher dividends than JBALX: RLBGX (2.15) vs JBALX (1.84). 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 : 8.24 vs. JBALX (7.27). JBALX (45.07) and RLBGX (43.50) have equivalent 5 years return.
| 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 | 8.384 | 8.259 | 102% |
| 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 | 252B | 10% |
| Annual Yield % from dividends | 1.84 | 2.15 | 86% |
| Returns for 1 year | 7.27 | 8.24 | 88% |
| Returns for 3 years | 36.77 | 36.31 | 101% |
| Returns for 5 years | 45.07 | 43.50 | 104% |
| Returns for 10 years | 90.66 | 68.54 | 132% |
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