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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Janus Henderson Balanced T
Price$49.03
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets26.09B
BALCX vs JABAX Comparison Chart in %
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BALCX vs. JABAX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. JABAX (26.1B). JABAX pays higher dividends than BALCX: JABAX (1.71) vs BALCX (1.19). BALCX was incepted earlier than JABAX: BALCX (24 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). JABAX (7.12) and BALCX (7.03) have marching annual gain over last year. JABAX return over 5 years is better than : 43.93 vs. BALCX (37.14).
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | 1.31 | 0.82 | 160% |
| Annual Report Gross Expense Ratio | 1.31 | 0.82 | 160% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 7.684 | 8.310 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 26.1B | 966% |
| Annual Yield % from dividends | 1.19 | 1.71 | 70% |
| Returns for 1 year | 7.03 | 7.12 | 99% |
| Returns for 3 years | 32.51 | 36.17 | 90% |
| Returns for 5 years | 37.14 | 43.93 | 85% |
| Returns for 10 years | 58.16 | 87.63 | 66% |
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