Interact to see
Advertisement
Advertisement
BALCX vs JBATX
BALCX vs JBATX Comparison
Open Charts BALCX vs JBATX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
JHancock Balanced R2
Price$29.78
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets6.36B
BALCX vs JBATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JBATX commentary
Feb 05, 2026
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 JBATX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. JBATX (6.36B). JBATX pays higher dividends than BALCX: JBATX (1.47) vs BALCX (1.25). BALCX was incepted earlier than JBATX: BALCX (25 years) vs JBATX (14 years). BALCX (1.31) is less costly to investors than JBATX (1.13). JBATX is a more actively managed with annual turnover of: 71.00 vs. BALCX (44.00). JBATX has a lower initial minimum investment than BALCX: JBATX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 10.51 vs. JBATX (3.39). BALCX return over 5 years is better than : 31.49 vs. JBATX (27.90).
| BALCX | JBATX | BALCX / JBATX | |
| Total Expense Ratio | 1.31 | 1.12 | 117% |
| Annual Report Gross Expense Ratio | 1.31 | 1.13 | 116% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 2.396 | 1.807 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.36B | 4,247% |
| Annual Yield % from dividends | 1.25 | 1.47 | 85% |
| Returns for 1 year | 10.51 | 3.39 | 310% |
| Returns for 3 years | 33.72 | 32.45 | 104% |
| Returns for 5 years | 31.49 | 27.90 | 113% |
| Returns for 10 years | 79.52 | 101.38 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement