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BALCX vs JBATX
BALCX vs JBATX Comparison
Open Charts BALCX vs JBATX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R2
Price$30.68
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
BALCX vs JBATX Comparison Chart in %
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BALCX vs. JBATX 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 JBATX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. JBATX (5.99B). JBATX pays higher dividends than BALCX: JBATX (1.46) vs BALCX (1.18). BALCX was incepted earlier than JBATX: BALCX (24 years) vs JBATX (13 years). BALCX (1.31) is less costly to investors than JBATX (1.13). JBATX is a more actively managed with annual turnover of: 67.00 vs. BALCX (44.00). JBATX has a lower initial minimum investment than BALCX: JBATX (0) vs BALCX (250). JBATX annual gain was more profitable for investors over the last year : 8.96 vs. BALCX (7.16). JBATX return over 5 years is better than : 42.42 vs. BALCX (33.87).
| BALCX | JBATX | BALCX / JBATX | |
| Total Expense Ratio | 1.31 | 1.12 | 117% |
| Annual Report Gross Expense Ratio | 1.31 | 1.13 | 116% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 9.274 | 8.223 | 113% |
| 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 | 1.46 | 81% |
| Returns for 1 year | 7.16 | 8.96 | 80% |
| Returns for 3 years | 27.12 | 31.27 | 87% |
| Returns for 5 years | 33.87 | 42.42 | 80% |
| Returns for 10 years | 59.19 | 81.60 | 73% |
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