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JDBAX vs RLEFX
JDBAX vs RLEFX Comparison
Open Charts JDBAX vs RLEFX
Janus Henderson Balanced A
Price$47.97
Change-$0.51 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
JDBAX vs RLEFX Comparison Chart
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JDBAX 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 JDBAX is a StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. JDBAX (26B). 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). RLEFX (21.09) and JDBAX (20.79) have marching annual gain over last year. JDBAX return over 5 years is better than : 41.14 vs. RLEFX (35.95).
| 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 | 15.119 | 14.211 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26B | 236B | 11% |
| Annual Yield % from dividends | 1.75 | 2.42 | 72% |
| Returns for 1 year | 20.79 | 21.09 | 99% |
| Returns for 3 years | 6.57 | 10.95 | 60% |
| Returns for 5 years | 41.14 | 35.95 | 114% |
| Returns for 10 years | 74.46 | N/A | - |