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BALCX vs JBAVX
BALCX vs JBAVX Comparison
Open Charts BALCX vs JBAVX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R5
Price$30.83
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets5.99B
BALCX vs JBAVX Comparison Chart in %
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BALCX vs. JBAVX 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 JBAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. JBAVX (5.99B). JBAVX pays higher dividends than BALCX: JBAVX (1.87) vs BALCX (1.18). BALCX was incepted earlier than JBAVX: BALCX (24 years) vs JBAVX (17 years). BALCX (1.31) is less costly to investors than JBAVX (0.68). JBAVX is a more actively managed with annual turnover of: 67.00 vs. BALCX (44.00). JBAVX has a lower initial minimum investment than BALCX: JBAVX (0) vs BALCX (250). JBAVX annual gain was more profitable for investors over the last year : 9.44 vs. BALCX (7.16). JBAVX return over 5 years is better than : 45.04 vs. BALCX (33.87).
| BALCX | JBAVX | BALCX / JBAVX | |
| Total Expense Ratio | 1.31 | 0.67 | 196% |
| Annual Report Gross Expense Ratio | 1.31 | 0.68 | 193% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 9.274 | 8.495 | 109% |
| 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 | 1.87 | 63% |
| Returns for 1 year | 7.16 | 9.44 | 76% |
| Returns for 3 years | 27.12 | 32.81 | 83% |
| Returns for 5 years | 33.87 | 45.04 | 75% |
| Returns for 10 years | 59.19 | 87.68 | 68% |
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