Interact to see
Advertisement
Advertisement
BALCX vs JBAFX
BALCX vs JBAFX Comparison
Open Charts BALCX vs JBAFX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
JHancock Balanced R4
Price$31.57
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets6.12B
BALCX vs JBAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JBAFX commentary
Sep 28, 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 Hold and JBAFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. JBAFX (6.12B). JBAFX pays higher dividends than BALCX: JBAFX (1.66) vs BALCX (1.16). BALCX was incepted earlier than JBAFX: BALCX (25 years) vs JBAFX (17 years). BALCX (1.31) is less costly to investors than JBAFX (0.98). JBAFX is a more actively managed with annual turnover of: 67.00 vs. BALCX (44.00). JBAFX has a lower initial minimum investment than BALCX: JBAFX (0) vs BALCX (250). JBAFX annual gain was more profitable for investors over the last year : 9.31 vs. BALCX (7.28). JBAFX return over 5 years is better than : 48.77 vs. BALCX (40.11).
| BALCX | JBAFX | BALCX / JBAFX | |
| Total Expense Ratio | 1.31 | 0.87 | 151% |
| Annual Report Gross Expense Ratio | 1.31 | 0.98 | 134% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 12.568 | 11.230 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.12B | 4,298% |
| Annual Yield % from dividends | 1.16 | 1.66 | 70% |
| Returns for 1 year | 7.28 | 9.31 | 78% |
| Returns for 3 years | 48.24 | 53.93 | 89% |
| Returns for 5 years | 40.11 | 48.77 | 82% |
| Returns for 10 years | 74.67 | 104.02 | 72% |