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BALCX vs JDBAX
BALCX vs JDBAX Comparison
Open Charts BALCX vs JDBAX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Janus Henderson Balanced A
Price$49.38
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets27.03B
BALCX vs JDBAX Comparison Chart in %
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BALCX vs. JDBAX commentary
Jul 28, 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: 254B vs. JDBAX (27B). 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). JDBAX annual gain was more profitable for investors over the last year : 10.51 vs. BALCX (9.43). JDBAX return over 5 years is better than : 41.77 vs. BALCX (35.43).
| 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 | 8.597 | 9.283 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 27B | 941% |
| Annual Yield % from dividends | 1.19 | 1.65 | 72% |
| Returns for 1 year | 9.43 | 10.51 | 90% |
| Returns for 3 years | 32.20 | 34.55 | 93% |
| Returns for 5 years | 35.43 | 41.77 | 85% |
| Returns for 10 years | 58.21 | 86.61 | 67% |
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