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JBALX vs RLEFX
JBALX vs RLEFX Comparison
Open Charts JBALX vs RLEFX
Janus Henderson Balanced I
Price$48.18
Change-$0.05 (-0.10%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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JBALX vs RLEFX Comparison Chart
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JBALX vs. RLEFX commentary
Sep 21, 2024
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 JBALX is a StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. JBALX (26.2B). RLEFX pays higher dividends than JBALX: RLEFX (2.42) vs JBALX (1.94). JBALX was incepted earlier than RLEFX: JBALX (15 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JBALX (92.00). RLEFX has a lower initial minimum investment than JBALX: RLEFX (250) vs JBALX (1000000). JBALX (24.93) and RLEFX (24.64) have marching annual gain over last year. JBALX return over 5 years is better than : 46.31 vs. RLEFX (40.23).
| JBALX | RLEFX | JBALX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 14.917 | 14.180 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 236B | 11% |
| Annual Yield % from dividends | 1.94 | 2.42 | 80% |
| Returns for 1 year | 24.93 | 24.64 | 101% |
| Returns for 3 years | 12.32 | 15.33 | 80% |
| Returns for 5 years | 46.31 | 40.23 | 115% |
| Returns for 10 years | 82.68 | N/A | - |
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