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JDBAX vs RLBAX
JDBAX vs RLBAX Comparison
Open Charts JDBAX vs RLBAX
Janus Henderson Balanced A
Price$49.75
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
JDBAX vs RLBAX Comparison Chart in %
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JDBAX vs. RLBAX commentary
Aug 18, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. JDBAX (27.4B). JDBAX pays higher dividends than RLBAX: JDBAX (1.62) vs RLBAX (1.17). 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 annual gain was more profitable for investors over the last year : 8.10 vs. RLBAX (7.15). JDBAX return over 5 years is better than : 38.69 vs. RLBAX (33.77).
| 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 | 10.102 | 9.243 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4B | 256B | 11% |
| Annual Yield % from dividends | 1.62 | 1.17 | 139% |
| Returns for 1 year | 8.10 | 7.15 | 113% |
| Returns for 3 years | 28.08 | 27.06 | 104% |
| Returns for 5 years | 38.69 | 33.77 | 115% |
| Returns for 10 years | 88.25 | 59.12 | 149% |
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