Interact to see
Advertisement
Advertisement
JDBAX vs RLBCX
JDBAX vs RLBCX Comparison
Open Charts JDBAX vs RLBCX
Janus Henderson Balanced A
Price$50.78
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets28.02B
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JDBAX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDBAX vs. RLBCX commentary
Oct 19, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. JDBAX (28B). JDBAX (1.54) and RLBCX (1.49) have matching dividends . JDBAX was incepted earlier than RLBCX: JDBAX (16 years) vs RLBCX (23 years). RLBCX (0.89) and JDBAX (0.88) have similar cost to investors . JDBAX is a more actively managed with annual turnover of: 76.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDBAX: RLBCX (250) vs JDBAX (2500). RLBCX annual gain was more profitable for investors over the last year : 8.34 vs. JDBAX (7.29). RLBCX return over 5 years is better than : 40.24 vs. JDBAX (37.62).
| JDBAX | RLBCX | JDBAX / RLBCX | |
| Total Expense Ratio | 0.88 | 0.89 | 99% |
| Annual Report Gross Expense Ratio | 0.88 | 0.89 | 99% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 12.804 | 14.364 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28B | 265B | 11% |
| Annual Yield % from dividends | 1.54 | 1.49 | 104% |
| Returns for 1 year | 7.29 | 8.34 | 87% |
| Returns for 3 years | 46.58 | 49.26 | 95% |
| Returns for 5 years | 37.62 | 40.24 | 93% |
| Returns for 10 years | 96.64 | 72.18 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement