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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Janus Henderson Balanced S
Price$50.77
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets28.02B
BALCX vs JABRX Comparison Chart in %
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BALCX vs. JABRX commentary
Oct 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 JABRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. JABRX (28B). JABRX pays higher dividends than BALCX: JABRX (1.38) vs BALCX (1.12). 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 annual gain was more profitable for investors over the last year : 7.88 vs. JABRX (7.08). BALCX (37.80) and JABRX (36.38) 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 | 13.983 | 12.633 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 28B | 950% |
| Annual Yield % from dividends | 1.12 | 1.38 | 81% |
| Returns for 1 year | 7.88 | 7.08 | 111% |
| Returns for 3 years | 47.51 | 45.79 | 104% |
| Returns for 5 years | 37.80 | 36.38 | 104% |
| Returns for 10 years | 67.75 | 93.48 | 72% |
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