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BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
JHancock Balanced R6
Price$31.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
BALCX vs JBAWX Comparison Chart in %
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BALCX vs. JBAWX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. JBAWX (6.16B). JBAWX pays higher dividends than BALCX: JBAWX (1.88) vs BALCX (1.12). 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 : 10.99 vs. BALCX (7.88). JBAWX return over 5 years is better than : 47.12 vs. BALCX (37.80).
| 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 | 13.983 | 12.524 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.16B | 4,316% |
| Annual Yield % from dividends | 1.12 | 1.88 | 59% |
| Returns for 1 year | 7.88 | 10.99 | 72% |
| Returns for 3 years | 47.51 | 53.24 | 89% |
| Returns for 5 years | 37.80 | 47.12 | 80% |
| Returns for 10 years | 67.75 | 100.39 | 67% |
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