JBALX
Price
$49.13
Change
+$0.27 (+0.55%)
Updated
Jul 3 closing price
Net Assets
26.09B
RLBGX
Price
$36.90
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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JBALX vs RLBGX

Header iconJBALX vs RLBGX Comparison
Open Charts JBALX vs RLBGXBanner chart's image
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.

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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.
JBALXRLBGXJBALX / RLBGX
Total Expense Ratio0.660.25264%
Annual Report Gross Expense Ratio0.660.25264%
Fund Existence16 years16 years-
Gain YTD8.3848.259102%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets26.1B252B10%
Annual Yield % from dividends1.842.1586%
Returns for 1 year7.278.2488%
Returns for 3 years36.7736.31101%
Returns for 5 years45.0743.50104%
Returns for 10 years90.6668.54132%
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