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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Janus Henderson Balanced T
Price$51.79
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets28.51B
BALCX vs JABAX Comparison Chart in %
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BALCX vs. JABAX commentary
Dec 05, 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 StrongBuy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. JABAX (28.5B). JABAX pays higher dividends than BALCX: JABAX (1.58) vs BALCX (1.08). 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 : 8.95 vs. JABAX (7.06). JABAX (36.29) and BALCX (34.67) 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 | 16.341 | 14.855 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 28.5B | 944% |
| Annual Yield % from dividends | 1.08 | 1.58 | 69% |
| Returns for 1 year | 8.95 | 7.06 | 127% |
| Returns for 3 years | 37.95 | 39.09 | 97% |
| Returns for 5 years | 34.67 | 36.29 | 96% |
| Returns for 10 years | 67.52 | 96.51 | 70% |
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