JBALX
Price
$49.13
Change
+$0.27 (+0.55%)
Updated
Jul 3 closing price
Net Assets
26.09B
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
Interact to see
Advertisement

JBALX vs RLEFX

Header iconJBALX vs RLEFX Comparison
Open Charts JBALX vs RLEFXBanner chart's image
Janus Henderson Balanced I
Price$49.13
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets26.09B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JBALX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JBALX vs. RLEFX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. JBALX (26.1B). RLEFX pays higher dividends than JBALX: RLEFX (2.01) vs JBALX (1.84). 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 : 8.07 vs. JBALX (7.27). JBALX return over 5 years is better than : 45.07 vs. RLEFX (42.56).
JBALXRLEFXJBALX / RLEFX
Total Expense Ratio0.660.39169%
Annual Report Gross Expense Ratio0.660.39169%
Fund Existence16 years10 years-
Gain YTD8.3848.164103%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets26.1B252B10%
Annual Yield % from dividends1.842.0191%
Returns for 1 year7.278.0790%
Returns for 3 years36.7735.76103%
Returns for 5 years45.0742.56106%
Returns for 10 years90.66N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
QQQJ32.490.24
+0.74%
Invesco NASDAQ Next Gen 100 ETF
DFAU42.970.30
+0.70%
Dimensional US Core Equity Market ETF
ITDD33.210.14
+0.41%
iShares LifePath Target Date 2040 ETF
MGNR33.56N/A
-0.01%
American Beacon GLG Natrl Res ETF
GTOS24.97-0.01
-0.04%
Invesco Short Duration Total ReturnBdETF