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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Janus Henderson Balanced T
Price$47.83
Change-$0.18 (-0.37%)
VolumeN/A
Net Assets28.32B
BALCX vs JABAX Comparison Chart in %
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BALCX vs. JABAX commentary
Feb 05, 2026
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 Hold and JABAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. JABAX (28.3B). JABAX pays higher dividends than BALCX: JABAX (1.62) vs BALCX (1.25). 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: 75.00 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 : 10.51 vs. JABAX (5.15). BALCX return over 5 years is better than : 31.49 vs. JABAX (25.16).
| 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 | 2.396 | -0.415 | -577% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 28.3B | 954% |
| Annual Yield % from dividends | 1.25 | 1.62 | 77% |
| Returns for 1 year | 10.51 | 5.15 | 204% |
| Returns for 3 years | 33.72 | 28.53 | 118% |
| Returns for 5 years | 31.49 | 25.16 | 125% |
| Returns for 10 years | 79.52 | 107.37 | 74% |
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