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JBALX vs RLEFX
JBALX vs RLEFX Comparison
Open Charts JBALX vs RLEFX
Janus Henderson Balanced I
Price$47.43
Change-$0.48 (-1.00%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JBALX vs RLEFX Comparison Chart
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JBALX vs. RLEFX commentary
Jun 16, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. JBALX (26.1B). RLEFX pays higher dividends than JBALX: RLEFX (2.09) vs JBALX (1.93). JBALX was incepted earlier than RLEFX: JBALX (16 years) vs RLEFX (10 years). JBALX (0.66) is less costly to investors than RLEFX (0.39). JBALX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JBALX: RLEFX (250) vs JBALX (1000000). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. JBALX (4.07). JBALX return over 5 years is better than : 43.09 vs. RLEFX (39.46).
| JBALX | RLEFX | JBALX / RLEFX | |
| Total Expense Ratio | 0.66 | 0.39 | 169% |
| Annual Report Gross Expense Ratio | 0.66 | 0.39 | 169% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 4.164 | 4.524 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 244B | 11% |
| Annual Yield % from dividends | 1.93 | 2.09 | 92% |
| Returns for 1 year | 4.07 | 5.49 | 74% |
| Returns for 3 years | 35.33 | 33.28 | 106% |
| Returns for 5 years | 43.09 | 39.46 | 109% |
| Returns for 10 years | 81.62 | N/A | - |
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