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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced S
Price$49.73
Change-$0.16 (-0.32%)
VolumeN/A
Net Assets27.35B
BALCX vs JABRX Comparison Chart in %
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BALCX vs. JABRX commentary
Aug 18, 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 JABRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. JABRX (27.4B). JABRX pays higher dividends than BALCX: JABRX (1.46) vs BALCX (1.18). BALCX was incepted earlier than JABRX: BALCX (24 years) vs JABRX (16 years). BALCX (1.31) is less costly to investors than JABRX (1.07). JABRX is a more actively managed with annual turnover of: 76.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JABRX: BALCX (250) vs JABRX (2500). JABRX annual gain was more profitable for investors over the last year : 7.88 vs. BALCX (7.16). JABRX return over 5 years is better than : 37.42 vs. BALCX (33.87).
| BALCX | JABRX | BALCX / JABRX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.07 | 122% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 9.274 | 9.965 | 93% |
| 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 | 1.46 | 81% |
| Returns for 1 year | 7.16 | 7.88 | 91% |
| Returns for 3 years | 27.12 | 27.36 | 99% |
| Returns for 5 years | 33.87 | 37.42 | 91% |
| Returns for 10 years | 59.19 | 85.26 | 69% |
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