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BALCX vs JABCX
BALCX vs JABCX Comparison
Open Charts BALCX vs JABCX
American Funds American Balanced C
Price$36.96
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Janus Henderson Balanced C
Price$48.81
Change-$0.21 (-0.43%)
VolumeN/A
Net Assets27.35B
BALCX vs JABCX Comparison Chart in %
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BALCX vs. JABCX commentary
Aug 20, 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 JABCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. JABCX (27.4B). BALCX pays higher dividends than JABCX: BALCX (1.18) vs JABCX (0.98). BALCX was incepted earlier than JABCX: BALCX (24 years) vs JABCX (16 years). JABCX (1.63) is less costly to investors than BALCX (1.31). JABCX is a more actively managed with annual turnover of: 76.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JABCX: BALCX (250) vs JABCX (2500). BALCX (6.00) and JABCX (5.96) have marching annual gain over last year. BALCX (33.42) and JABCX (32.08) have equivalent 5 years return.
| BALCX | JABCX | BALCX / JABCX | |
| Total Expense Ratio | 1.31 | 1.63 | 80% |
| Annual Report Gross Expense Ratio | 1.31 | 1.63 | 80% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 8.833 | 9.151 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.18 | 0.98 | 120% |
| Returns for 1 year | 6.00 | 5.96 | 101% |
| Returns for 3 years | 28.13 | 26.45 | 106% |
| Returns for 5 years | 33.42 | 32.08 | 104% |
| Returns for 10 years | 64.54 | 80.90 | 80% |