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BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R6
Price$30.73
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
BALCX vs JBAWX Comparison Chart in %
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BALCX vs. JBAWX 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 JBAWX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. JBAWX (5.99B). JBAWX pays higher dividends than BALCX: JBAWX (1.92) vs BALCX (1.18). BALCX was incepted earlier than JBAWX: BALCX (24 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 : 9.49 vs. BALCX (7.16). JBAWX return over 5 years is better than : 45.28 vs. BALCX (33.87).
| BALCX | JBAWX | BALCX / JBAWX | |
| Total Expense Ratio | 1.31 | 0.62 | 211% |
| Annual Report Gross Expense Ratio | 1.31 | 0.63 | 208% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 9.274 | 8.513 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.18 | 1.92 | 61% |
| Returns for 1 year | 7.16 | 9.49 | 75% |
| Returns for 3 years | 27.12 | 32.96 | 82% |
| Returns for 5 years | 33.87 | 45.28 | 75% |
| Returns for 10 years | 59.19 | 88.26 | 67% |
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