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JDBRX vs RLEFX
JDBRX vs RLEFX Comparison
Open Charts JDBRX vs RLEFX
Janus Henderson Balanced R
Price$48.98
Change+$0.14 (+0.29%)
VolumeN/A
Net Assets27.03B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JDBRX vs RLEFX Comparison Chart in %
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JDBRX vs. RLEFX commentary
Jul 28, 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 JDBRX is a StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. JDBRX (27B). RLEFX pays higher dividends than JDBRX: RLEFX (2.01) vs JDBRX (1.26). JDBRX was incepted earlier than RLEFX: JDBRX (16 years) vs RLEFX (10 years). JDBRX (1.31) is less costly to investors than RLEFX (0.39). JDBRX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than JDBRX: RLEFX (250) vs JDBRX (2500). RLEFX (10.46) and JDBRX (10.01) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.77 vs. JDBRX (38.68).
| JDBRX | RLEFX | JDBRX / RLEFX | |
| Total Expense Ratio | 1.31 | 0.39 | 336% |
| Annual Report Gross Expense Ratio | 1.31 | 0.39 | 336% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 9.026 | 9.133 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27B | 254B | 11% |
| Annual Yield % from dividends | 1.26 | 2.01 | 63% |
| Returns for 1 year | 10.01 | 10.46 | 96% |
| Returns for 3 years | 32.77 | 35.42 | 93% |
| Returns for 5 years | 38.68 | 40.77 | 95% |
| Returns for 10 years | 79.04 | N/A | - |