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BALCX vs JBAFX
BALCX vs JBAFX Comparison
Open Charts BALCX vs JBAFX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R4
Price$30.89
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets5.99B
BALCX vs JBAFX Comparison Chart in %
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BALCX vs. JBAFX commentary
Aug 18, 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 JBAFX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. JBAFX (5.99B). JBAFX pays higher dividends than BALCX: JBAFX (1.68) vs BALCX (1.18). BALCX was incepted earlier than JBAFX: BALCX (24 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 : 9.24 vs. BALCX (7.16). JBAFX return over 5 years is better than : 43.87 vs. BALCX (33.87).
| BALCX | JBAFX | BALCX / JBAFX | |
| Total Expense Ratio | 1.31 | 0.87 | 151% |
| Annual Report Gross Expense Ratio | 1.31 | 0.98 | 134% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 9.274 | 8.371 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.18 | 1.68 | 70% |
| Returns for 1 year | 7.16 | 9.24 | 77% |
| Returns for 3 years | 27.12 | 32.14 | 84% |
| Returns for 5 years | 33.87 | 43.87 | 77% |
| Returns for 10 years | 59.19 | 85.08 | 70% |
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