Interact to see
Advertisement
Advertisement
JDBAX vs RLBGX
JDBAX vs RLBGX Comparison
Open Charts JDBAX vs RLBGX
Janus Henderson Balanced A
Price$49.38
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets27.03B
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JDBAX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDBAX vs. RLBGX commentary
Jul 28, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. JDBAX (27B). RLBGX pays higher dividends than JDBAX: RLBGX (2.15) vs JDBAX (1.65). JDBAX was incepted earlier than RLBGX: JDBAX (16 years) vs RLBGX (16 years). JDBAX (0.88) is less costly to investors than RLBGX (0.25). JDBAX is a more actively managed with annual turnover of: 76.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than JDBAX: RLBGX (250) vs JDBAX (2500). RLBGX (10.64) and JDBAX (10.51) have marching annual gain over last year. JDBAX (41.77) and RLBGX (41.65) have equivalent 5 years return.
| JDBAX | RLBGX | JDBAX / RLBGX | |
| Total Expense Ratio | 0.88 | 0.25 | 352% |
| Annual Report Gross Expense Ratio | 0.88 | 0.25 | 352% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 9.283 | 9.228 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27B | 254B | 11% |
| Annual Yield % from dividends | 1.65 | 2.15 | 77% |
| Returns for 1 year | 10.51 | 10.64 | 99% |
| Returns for 3 years | 34.55 | 35.96 | 96% |
| Returns for 5 years | 41.77 | 41.65 | 100% |
| Returns for 10 years | 86.61 | 68.54 | 126% |