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BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JHancock Balanced R6
Price$29.56
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets6.32B
BALCX vs JBAWX Comparison Chart in %
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BALCX vs. JBAWX commentary
Dec 27, 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 StrongBuy and JBAWX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. JBAWX (6.32B). JBAWX pays higher dividends than BALCX: JBAWX (1.81) vs BALCX (1.08). BALCX was incepted earlier than JBAWX: BALCX (25 years) vs JBAWX (14 years). BALCX (1.31) is less costly to investors than JBAWX (0.63). JBAWX is a more actively managed with annual turnover of: 67.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JBAWX: BALCX (250) vs JBAWX (1000000). BALCX annual gain was more profitable for investors over the last year : 8.47 vs. JBAWX (3.34). JBAWX (32.08) and BALCX (30.89) have equivalent 5 years return.
| BALCX | JBAWX | BALCX / JBAWX | |
| Total Expense Ratio | 1.31 | 0.62 | 211% |
| Annual Report Gross Expense Ratio | 1.31 | 0.63 | 208% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 10.092 | 4.894 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.32B | 4,257% |
| Annual Yield % from dividends | 1.08 | 1.81 | 60% |
| Returns for 1 year | 8.47 | 3.34 | 254% |
| Returns for 3 years | 35.24 | 38.57 | 91% |
| Returns for 5 years | 30.89 | 32.08 | 96% |
| Returns for 10 years | 65.54 | 92.16 | 71% |
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