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BALCX vs JDBAX
BALCX vs JDBAX Comparison
Open Charts BALCX vs JDBAX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced A
Price$49.75
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
BALCX vs JDBAX Comparison Chart in %
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BALCX vs. JDBAX 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. JDBAX (27.4B). JDBAX pays higher dividends than BALCX: JDBAX (1.62) vs BALCX (1.18). 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). JDBAX annual gain was more profitable for investors over the last year : 8.10 vs. BALCX (7.16). JDBAX return over 5 years is better than : 38.69 vs. BALCX (33.87).
| BALCX | JDBAX | BALCX / JDBAX | |
| Total Expense Ratio | 1.31 | 0.88 | 149% |
| Annual Report Gross Expense Ratio | 1.31 | 0.88 | 149% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 9.274 | 10.102 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.18 | 1.62 | 73% |
| Returns for 1 year | 7.16 | 8.10 | 88% |
| Returns for 3 years | 27.12 | 28.08 | 97% |
| Returns for 5 years | 33.87 | 38.69 | 88% |
| Returns for 10 years | 59.19 | 88.25 | 67% |
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