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JDBRX vs RLBFX
JDBRX vs RLBFX Comparison
Open Charts JDBRX vs RLBFX
Janus Henderson Balanced R
Price$51.22
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets28.51B
American Funds American Balanced R5
Price$39.83
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
JDBRX vs RLBFX Comparison Chart in %
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JDBRX vs. RLBFX commentary
Dec 04, 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 271B vs. JDBRX (28.5B). RLBFX pays higher dividends than JDBRX: RLBFX (1.93) vs JDBRX (1.15). JDBRX was incepted earlier than RLBFX: JDBRX (16 years) vs RLBFX (24 years). JDBRX (1.31) is less costly to investors than RLBFX (0.29). JDBRX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than JDBRX: RLBFX (250) vs JDBRX (2500). RLBFX annual gain was more profitable for investors over the last year : 9.63 vs. JDBRX (6.25). RLBFX return over 5 years is better than : 40.86 vs. JDBRX (32.83).
| JDBRX | RLBFX | JDBRX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.29 | 452% |
| Annual Report Gross Expense Ratio | 1.31 | 0.29 | 452% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 13.987 | 16.889 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5B | 271B | 11% |
| Annual Yield % from dividends | 1.15 | 1.93 | 59% |
| Returns for 1 year | 6.25 | 9.63 | 65% |
| Returns for 3 years | 36.50 | 41.38 | 88% |
| Returns for 5 years | 32.83 | 40.86 | 80% |
| Returns for 10 years | 86.24 | 77.79 | 111% |
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