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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Janus Henderson Balanced T
Price$50.89
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets28.02B
BALCX vs JABAX Comparison Chart in %
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BALCX vs. JABAX commentary
Oct 19, 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 BALCX is a Buy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. JABAX (28B). JABAX pays higher dividends than BALCX: JABAX (1.61) vs BALCX (1.12). BALCX was incepted earlier than JABAX: BALCX (25 years) vs JABAX (33 years). BALCX (1.31) is less costly to investors than JABAX (0.82). JABAX is a more actively managed with annual turnover of: 76.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JABAX: BALCX (250) vs JABAX (2500). BALCX annual gain was more profitable for investors over the last year : 7.88 vs. JABAX (7.38). JABAX (38.20) and BALCX (37.80) have equivalent 5 years return.
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | 1.31 | 0.82 | 160% |
| Annual Report Gross Expense Ratio | 1.31 | 0.82 | 160% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 13.983 | 12.859 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 28B | 950% |
| Annual Yield % from dividends | 1.12 | 1.61 | 70% |
| Returns for 1 year | 7.88 | 7.38 | 107% |
| Returns for 3 years | 47.51 | 46.97 | 101% |
| Returns for 5 years | 37.80 | 38.20 | 99% |
| Returns for 10 years | 67.75 | 98.43 | 69% |
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