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JBALX vs RLEFX
JBALX vs RLEFX Comparison
Open Charts JBALX vs RLEFX
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 %
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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.
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).
| 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 | 8.384 | 8.164 | 103% |
| 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 | 252B | 10% |
| Annual Yield % from dividends | 1.84 | 2.01 | 91% |
| Returns for 1 year | 7.27 | 8.07 | 90% |
| Returns for 3 years | 36.77 | 35.76 | 103% |
| Returns for 5 years | 45.07 | 42.56 | 106% |
| Returns for 10 years | 90.66 | N/A | - |
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