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BALCX vs JDBAX
BALCX vs JDBAX Comparison
Open Charts BALCX vs JDBAX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Janus Henderson Balanced A
Price$47.22
Change-$0.47 (-0.99%)
VolumeN/A
Net Assets26.09B
BALCX vs JDBAX Comparison Chart
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BALCX vs. JDBAX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. JDBAX (26.1B). JDBAX pays higher dividends than BALCX: JDBAX (1.73) vs BALCX (1.24). 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 annual gain was more profitable for investors over the last year : 4.49 vs. JDBAX (3.82). JDBAX return over 5 years is better than : 41.44 vs. BALCX (34.15).
| 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 | 4.121 | 4.085 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 26.1B | 935% |
| Annual Yield % from dividends | 1.24 | 1.73 | 72% |
| Returns for 1 year | 4.49 | 3.82 | 117% |
| Returns for 3 years | 30.13 | 34.41 | 88% |
| Returns for 5 years | 34.15 | 41.44 | 82% |
| Returns for 10 years | 51.38 | 77.08 | 67% |
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