JDBAX Fund Comparisons

JDBAX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VWELX, FBALX, VBINX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
JDBAX
Name
Janus Henderson Balanced Fund
Type
Mutual Fund
Originator
Janus Henderson
Asset class
mostly_equity
Net expense ratio
0.89%
AUM
$28B

Comparable Funds

FundQuant reviewed 2,072 active searchable funds, 499 ETFs, 1,568 mutual funds and returned 3 comparable funds for JDBAX.

  1. VWELX - VANGUARD WELLINGTON FUND (Mutual Fund; Vanguard; mostly_equity; Strong Fit; fit score 82)
  2. FBALX - Fidelity Balanced Fund (Mutual Fund; Fidelity; mostly_equity; Strong Fit; fit score 79)
  3. VBINX - VANGUARD BALANCED INDEX FUND (Mutual Fund; Vanguard; mostly_equity; Strong Fit; fit score 79)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/JDBAX/comps