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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Janus Henderson Balanced S
Price$48.92
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets26.09B
BALCX vs JABRX Comparison Chart in %
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BALCX vs. JABRX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. JABRX (26.1B). JABRX pays higher dividends than BALCX: JABRX (1.47) vs BALCX (1.19). 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). BALCX (7.03) and JABRX (6.81) have marching annual gain over last year. JABRX return over 5 years is better than : 42.08 vs. BALCX (37.14).
| 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 | 7.684 | 8.174 | 94% |
| 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 | 1.47 | 81% |
| Returns for 1 year | 7.03 | 6.81 | 103% |
| Returns for 3 years | 32.51 | 35.07 | 93% |
| Returns for 5 years | 37.14 | 42.08 | 88% |
| Returns for 10 years | 58.16 | 82.96 | 70% |
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