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BALCX vs JDBAX
BALCX vs JDBAX Comparison
Open Charts BALCX vs JDBAX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced A
Price$50.12
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets27.35B
BALCX vs JDBAX Comparison Chart in %
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BALCX vs. JDBAX 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. JDBAX (27.4B). JDBAX pays higher dividends than BALCX: JDBAX (1.61) vs BALCX (1.16). BALCX was incepted earlier than JDBAX: BALCX (25 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 (9.12) and JDBAX (9.09) have marching annual gain over last year. JDBAX return over 5 years is better than : 37.65 vs. BALCX (35.50).
| BALCX | JDBAX | BALCX / JDBAX | |
| Total Expense Ratio | 1.31 | 0.88 | 149% |
| Annual Report Gross Expense Ratio | 1.31 | 0.88 | 149% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 10.835 | 10.921 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 27.4B | 945% |
| Annual Yield % from dividends | 1.16 | 1.61 | 72% |
| Returns for 1 year | 9.12 | 9.09 | 100% |
| Returns for 3 years | 37.20 | 38.06 | 98% |
| Returns for 5 years | 35.50 | 37.65 | 94% |
| Returns for 10 years | 67.85 | 95.96 | 71% |