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JBALX vs RLEFX
JBALX vs RLEFX Comparison
Open Charts JBALX vs RLEFX
Janus Henderson Balanced I
Price$48.17
Change-$0.51 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
JBALX vs RLEFX Comparison Chart
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JBALX vs. RLEFX commentary
Nov 18, 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 (26B). 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). RLEFX (21.09) and JBALX (21.06) have marching annual gain over last year. JBALX return over 5 years is better than : 42.83 vs. RLEFX (35.95).
| 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 | 15.334 | 14.211 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 236B | 11% |
| Annual Yield % from dividends | 1.94 | 2.42 | 80% |
| Returns for 1 year | 21.06 | 21.09 | 100% |
| Returns for 3 years | 7.32 | 10.95 | 67% |
| Returns for 5 years | 42.83 | 35.95 | 119% |
| Returns for 10 years | 78.94 | N/A | - |
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