Interact to see
Advertisement
Advertisement
BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced R6
Price$31.41
Change+$0.18 (+0.58%)
VolumeN/A
Net Assets6.08B
BALCX vs JBAWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JBAWX 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 JBAWX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. JBAWX (6.08B). JBAWX pays higher dividends than BALCX: JBAWX (1.90) vs BALCX (1.16). 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). JBAWX annual gain was more profitable for investors over the last year : 13.25 vs. BALCX (10.89). JBAWX return over 5 years is better than : 47.08 vs. BALCX (36.42).
| 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 | 11.277 | 10.914 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.16 | 1.90 | 61% |
| Returns for 1 year | 10.89 | 13.25 | 82% |
| Returns for 3 years | 34.57 | 41.72 | 83% |
| Returns for 5 years | 36.42 | 47.08 | 77% |
| Returns for 10 years | 69.02 | 99.97 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement