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BALCX vs JBAVX
BALCX vs JBAVX Comparison
Open Charts BALCX vs JBAVX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced R5
Price$31.50
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets6.08B
BALCX vs JBAVX Comparison Chart in %
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BALCX vs. JBAVX commentary
Sep 09, 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: 259B vs. JBAVX (6.08B). JBAVX pays higher dividends than BALCX: JBAVX (1.85) vs BALCX (1.16). BALCX was incepted earlier than JBAVX: BALCX (25 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 : 13.15 vs. BALCX (10.89). JBAVX return over 5 years is better than : 46.78 vs. BALCX (36.42).
| BALCX | JBAVX | BALCX / JBAVX | |
| Total Expense Ratio | 1.31 | 0.67 | 196% |
| Annual Report Gross Expense Ratio | 1.31 | 0.68 | 193% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 11.277 | 10.853 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.16 | 1.85 | 63% |
| Returns for 1 year | 10.89 | 13.15 | 83% |
| Returns for 3 years | 34.57 | 41.55 | 83% |
| Returns for 5 years | 36.42 | 46.78 | 78% |
| Returns for 10 years | 69.02 | 99.25 | 70% |
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