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JDBAX vs RLEFX
JDBAX vs RLEFX Comparison
Open Charts JDBAX vs RLEFX
Janus Henderson Balanced A
Price$47.97
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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JDBAX vs RLEFX Comparison Chart
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JDBAX 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 JDBAX is a StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. JDBAX (26.2B). RLEFX pays higher dividends than JDBAX: RLEFX (2.42) vs JDBAX (1.75). JDBAX was incepted earlier than RLEFX: JDBAX (15 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (92.00). RLEFX has a lower initial minimum investment than JDBAX: RLEFX (250) vs JDBAX (2500). JDBAX (24.66) and RLEFX (24.64) have marching annual gain over last year. JDBAX return over 5 years is better than : 44.59 vs. RLEFX (40.23).
| JDBAX | RLEFX | JDBAX / 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 | 14.738 | 14.180 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.2B | 236B | 11% |
| Annual Yield % from dividends | 1.75 | 2.42 | 72% |
| Returns for 1 year | 24.66 | 24.64 | 100% |
| Returns for 3 years | 11.54 | 15.33 | 75% |
| Returns for 5 years | 44.59 | 40.23 | 111% |
| Returns for 10 years | 78.06 | N/A | - |