BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
JDBAX
Price
$48.92
Change
+$0.26 (+0.53%)
Updated
Jul 3 closing price
Net Assets
26.09B
Interact to see
Advertisement

BALCX vs JDBAX

Header iconBALCX vs JDBAX Comparison
Open Charts BALCX vs JDBAXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Janus Henderson Balanced A
Price$48.92
Change+$0.26 (+0.53%)
VolumeN/A
Net Assets26.09B
BALCX vs JDBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BALCX vs. JDBAX commentary
Jul 08, 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 JDBAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. JDBAX (26.1B). JDBAX pays higher dividends than BALCX: JDBAX (1.65) vs BALCX (1.19). BALCX was incepted earlier than JDBAX: BALCX (24 years) vs JDBAX (16 years). BALCX (1.31) is less costly to investors than JDBAX (0.88). JDBAX is a more actively managed with annual turnover of: 76.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JDBAX: BALCX (250) vs JDBAX (2500). BALCX (7.03) and JDBAX (7.01) have marching annual gain over last year. JDBAX return over 5 years is better than : 43.33 vs. BALCX (37.14).
BALCXJDBAXBALCX / JDBAX
Total Expense Ratio1.310.88149%
Annual Report Gross Expense Ratio1.310.88149%
Fund Existence24 years16 years-
Gain YTD7.6848.26593%
Front LoadN/A6%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets252B26.1B966%
Annual Yield % from dividends1.191.6572%
Returns for 1 year7.037.01100%
Returns for 3 years32.5135.8291%
Returns for 5 years37.1443.3386%
Returns for 10 years58.1685.8368%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BAYA11.230.08
+0.72%
Bayview Acquisition Corp
AGM201.021.13
+0.57%
Federal Agricultural Mortgage Corp
CACI489.021.21
+0.25%
Caci International CLA
LAES3.97-0.10
-2.46%
SEALSQ Corp
ZVSA0.67-0.03
-4.29%
ZyVersa Therapeutics