Interact to see
Advertisement
Advertisement
BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Janus Henderson Balanced T
Price$51.35
Change-$0.64 (-1.23%)
VolumeN/A
Net Assets28.51B
BALCX vs JABAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JABAX commentary
Nov 14, 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: 269B vs. JABAX (28.5B). JABAX pays higher dividends than BALCX: JABAX (1.58) vs BALCX (1.10). 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 : 7.94 vs. JABAX (7.26). JABAX return over 5 years is better than : 37.48 vs. BALCX (35.35).
| 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 | 14.101 | 13.879 | 102% |
| 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 | 1.10 | 1.58 | 70% |
| Returns for 1 year | 7.94 | 7.26 | 109% |
| Returns for 3 years | 39.68 | 42.54 | 93% |
| Returns for 5 years | 35.35 | 37.48 | 94% |
| Returns for 10 years | 66.50 | 98.84 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BGB | 11.82 | -0.04 | -0.34% |
| Blackstone Strategic Credit 2027 Term Fund | |||
| SPYI | 52.28 | -0.74 | -1.40% |
| NEOS S&P 500(R) High Income ETF | |||
| ITDH | 37.44 | -0.54 | -1.43% |
| iShares LifePath Target Date 2060 ETF | |||
| INFO | 24.17 | -0.43 | -1.74% |
| Harbor PanAgora Dynamic Lg Cp Cor ETF | |||
| IPO | 44.11 | -1.86 | -4.05% |
| Renaissance IPO ETF | |||