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JDBRX vs RLBAX
JDBRX vs RLBAX Comparison
Open Charts JDBRX vs RLBAX
Janus Henderson Balanced R
Price$49.33
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
JDBRX vs RLBAX Comparison Chart in %
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JDBRX 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 JDBRX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. JDBRX (27.4B). JDBRX pays higher dividends than RLBAX: JDBRX (1.25) vs RLBAX (1.17). JDBRX was incepted earlier than RLBAX: JDBRX (16 years) vs RLBAX (23 years). JDBRX (1.31) and RLBAX (1.31) have similar cost to investors . JDBRX is a more actively managed with annual turnover of: 76.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than JDBRX: RLBAX (250) vs JDBRX (2500). JDBRX annual gain was more profitable for investors over the last year : 7.60 vs. RLBAX (7.15). JDBRX return over 5 years is better than : 35.62 vs. RLBAX (33.77).
| JDBRX | RLBAX | JDBRX / RLBAX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.31 | 1.31 | 100% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 9.805 | 9.243 | 106% |
| Front Load | N/A | 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 | 1.25 | 1.17 | 107% |
| Returns for 1 year | 7.60 | 7.15 | 106% |
| Returns for 3 years | 26.39 | 27.06 | 98% |
| Returns for 5 years | 35.62 | 33.77 | 105% |
| Returns for 10 years | 80.56 | 59.12 | 136% |
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