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JDBAX vs RLBAX
JDBAX vs RLBAX Comparison
Open Charts JDBAX vs RLBAX
Janus Henderson Balanced A
Price$48.92
Change+$0.26 (+0.53%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
JDBAX vs RLBAX Comparison Chart in %
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JDBAX vs. RLBAX commentary
Jul 08, 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 JDBAX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. JDBAX (26.1B). JDBAX pays higher dividends than RLBAX: JDBAX (1.65) vs RLBAX (1.18). JDBAX was incepted earlier than RLBAX: JDBAX (16 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than JDBAX (0.88). JDBAX is a more actively managed with annual turnover of: 76.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than JDBAX: RLBAX (250) vs JDBAX (2500). JDBAX (7.01) and RLBAX (7.00) have marching annual gain over last year. JDBAX return over 5 years is better than : 43.33 vs. RLBAX (37.04).
| JDBAX | RLBAX | JDBAX / RLBAX | |
| Total Expense Ratio | 0.88 | 1.31 | 67% |
| Annual Report Gross Expense Ratio | 0.88 | 1.31 | 67% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 8.265 | 7.651 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 252B | 10% |
| Annual Yield % from dividends | 1.65 | 1.18 | 140% |
| Returns for 1 year | 7.01 | 7.00 | 100% |
| Returns for 3 years | 35.82 | 32.45 | 110% |
| Returns for 5 years | 43.33 | 37.04 | 117% |
| Returns for 10 years | 85.83 | 58.01 | 148% |
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