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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced S
Price$50.19
Change+$0.38 (+0.76%)
VolumeN/A
Net Assets27.35B
BALCX vs JABRX Comparison Chart in %
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BALCX vs. JABRX commentary
Sep 08, 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: 259B vs. JABRX (27.4B). JABRX pays higher dividends than BALCX: JABRX (1.44) vs BALCX (1.16). BALCX was incepted earlier than JABRX: BALCX (25 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 (9.12) and JABRX (8.89) have marching annual gain over last year. JABRX (36.43) and BALCX (35.50) have equivalent 5 years return.
| 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 | 16 years | - |
| Gain YTD | 10.835 | 10.783 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 27.4B | 945% |
| Annual Yield % from dividends | 1.16 | 1.44 | 81% |
| Returns for 1 year | 9.12 | 8.89 | 103% |
| Returns for 3 years | 37.20 | 37.32 | 100% |
| Returns for 5 years | 35.50 | 36.43 | 97% |
| Returns for 10 years | 67.85 | 92.86 | 73% |
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