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BALCX vs JBALX
BALCX vs JBALX Comparison
Open Charts BALCX vs JBALX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced I
Price$49.97
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
BALCX vs JBALX Comparison Chart in %
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BALCX vs. JBALX commentary
Aug 17, 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 JBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. JBALX (27.4B). JBALX pays higher dividends than BALCX: JBALX (1.81) vs BALCX (1.18). BALCX was incepted earlier than JBALX: BALCX (24 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 : 8.34 vs. BALCX (7.16). JBALX return over 5 years is better than : 40.30 vs. BALCX (33.87).
| BALCX | JBALX | BALCX / JBALX | |
| Total Expense Ratio | 1.31 | 0.66 | 198% |
| Annual Report Gross Expense Ratio | 1.31 | 0.66 | 198% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 9.274 | 10.237 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.18 | 1.81 | 65% |
| Returns for 1 year | 7.16 | 8.34 | 86% |
| Returns for 3 years | 27.12 | 28.97 | 94% |
| Returns for 5 years | 33.87 | 40.30 | 84% |
| Returns for 10 years | 59.19 | 93.04 | 64% |
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