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BALCX vs JDBAX
BALCX vs JDBAX Comparison
Open Charts BALCX vs JDBAX
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 %
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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.
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).
| 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 | 7.684 | 8.265 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 26.1B | 966% |
| Annual Yield % from dividends | 1.19 | 1.65 | 72% |
| Returns for 1 year | 7.03 | 7.01 | 100% |
| Returns for 3 years | 32.51 | 35.82 | 91% |
| Returns for 5 years | 37.14 | 43.33 | 86% |
| Returns for 10 years | 58.16 | 85.83 | 68% |
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