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JDBAX vs RLBCX
JDBAX vs RLBCX Comparison
Open Charts JDBAX vs RLBCX
Janus Henderson Balanced A
Price$51.23
Change-$0.64 (-1.23%)
VolumeN/A
Net Assets28.51B
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
JDBAX vs RLBCX Comparison Chart in %
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JDBAX vs. RLBCX commentary
Nov 14, 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: 269B vs. JDBAX (28.5B). JDBAX (1.52) and RLBCX (1.46) 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 : 9.58 vs. JDBAX (8.45). RLBCX (39.44) and JDBAX (38.61) have equivalent 5 years return.
| 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 | 15.225 | 15.928 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5B | 269B | 11% |
| Annual Yield % from dividends | 1.52 | 1.46 | 104% |
| Returns for 1 year | 8.45 | 9.58 | 88% |
| Returns for 3 years | 43.11 | 42.30 | 102% |
| Returns for 5 years | 38.61 | 39.44 | 98% |
| Returns for 10 years | 101.06 | 74.61 | 135% |
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