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BALCX vs JBALX
BALCX vs JBALX Comparison
Open Charts BALCX vs JBALX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Janus Henderson Balanced I
Price$51.01
Change+$0.12 (+0.24%)
VolumeN/A
Net Assets27.56B
BALCX vs JBALX Comparison Chart in %
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BALCX vs. JBALX commentary
Sep 27, 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 JBALX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. JBALX (27.6B). JBALX pays higher dividends than BALCX: JBALX (1.79) vs BALCX (1.16). BALCX was incepted earlier than JBALX: BALCX (25 years) vs JBALX (16 years). BALCX (1.31) is less costly to investors than JBALX (0.66). JBALX is a more actively managed with annual turnover of: 76.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JBALX: BALCX (250) vs JBALX (1000000). JBALX annual gain was more profitable for investors over the last year : 7.53 vs. BALCX (7.00). JBALX return over 5 years is better than : 43.59 vs. BALCX (39.74).
| BALCX | JBALX | BALCX / JBALX | |
| Total Expense Ratio | 1.31 | 0.66 | 198% |
| Annual Report Gross Expense Ratio | 1.31 | 0.66 | 198% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 12.273 | 12.531 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 27.6B | 949% |
| Annual Yield % from dividends | 1.16 | 1.79 | 65% |
| Returns for 1 year | 7.00 | 7.53 | 93% |
| Returns for 3 years | 47.86 | 48.83 | 98% |
| Returns for 5 years | 39.74 | 43.59 | 91% |
| Returns for 10 years | 74.21 | 110.16 | 67% |
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