Interact to see
Advertisement
Advertisement
BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
JHancock Balanced R6
Price$29.90
Change-$1.92 (-6.03%)
VolumeN/A
Net Assets6.39B
BALCX vs JBAWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JBAWX 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 JBAWX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. JBAWX (6.4B). JBAWX pays higher dividends than BALCX: JBAWX (1.92) vs BALCX (1.25). 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: 71.00 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 : 10.51 vs. JBAWX (3.90). BALCX (31.49) and JBAWX (30.60) 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 | 2.396 | 1.839 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.4B | 4,222% |
| Annual Yield % from dividends | 1.25 | 1.92 | 65% |
| Returns for 1 year | 10.51 | 3.90 | 270% |
| Returns for 3 years | 33.72 | 34.36 | 98% |
| Returns for 5 years | 31.49 | 30.60 | 103% |
| Returns for 10 years | 79.52 | 109.13 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers