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JDBAX vs RLBGX
JDBAX vs RLBGX Comparison
Open Charts JDBAX vs RLBGX
Janus Henderson Balanced A
Price$48.92
Change+$0.26 (+0.53%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JDBAX vs RLBGX Comparison Chart in %
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JDBAX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. JDBAX (26.1B). 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 annual gain was more profitable for investors over the last year : 8.24 vs. JDBAX (7.01). RLBGX (43.50) and JDBAX (43.33) 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 | 8.265 | 8.259 | 100% |
| 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 | 2.15 | 77% |
| Returns for 1 year | 7.01 | 8.24 | 85% |
| Returns for 3 years | 35.82 | 36.31 | 99% |
| Returns for 5 years | 43.33 | 43.50 | 100% |
| Returns for 10 years | 85.83 | 68.54 | 125% |