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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Janus Henderson Balanced S
Price$47.89
Change-$3.15 (-6.17%)
VolumeN/A
Net Assets28.32B
BALCX vs JABRX Comparison Chart in %
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BALCX vs. JABRX 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 JABRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. JABRX (28.3B). JABRX pays higher dividends than BALCX: JABRX (1.37) vs BALCX (1.25). BALCX was incepted earlier than JABRX: BALCX (25 years) vs JABRX (17 years). BALCX (1.31) is less costly to investors than JABRX (1.07). JABRX is a more actively managed with annual turnover of: 75.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JABRX: BALCX (250) vs JABRX (2500). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. JABRX (4.86). BALCX return over 5 years is better than : 31.49 vs. JABRX (23.53).
| BALCX | JABRX | BALCX / JABRX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.07 | 122% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 2.396 | -0.437 | -549% |
| 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 | 1.37 | 91% |
| Returns for 1 year | 10.51 | 4.86 | 216% |
| Returns for 3 years | 33.72 | 27.52 | 123% |
| Returns for 5 years | 31.49 | 23.53 | 134% |
| Returns for 10 years | 79.52 | 102.19 | 78% |
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