BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
JDBRX
Price
$48.98
Change
+$0.14 (+0.29%)
Updated
Jul 25 closing price
Net Assets
27.03B
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BALCX vs JDBRX

Header iconBALCX vs JDBRX Comparison
Open Charts BALCX vs JDBRXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Janus Henderson Balanced R
Price$48.98
Change+$0.14 (+0.29%)
VolumeN/A
Net Assets27.03B
BALCX vs JDBRX Comparison Chart in %
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BALCX vs. JDBRX 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 JDBRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. JDBRX (27B). JDBRX pays higher dividends than BALCX: JDBRX (1.26) vs BALCX (1.19). BALCX was incepted earlier than JDBRX: BALCX (24 years) vs JDBRX (16 years). BALCX (1.31) and JDBRX (1.31) have similar cost to investors . JDBRX is a more actively managed with annual turnover of: 76.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JDBRX: BALCX (250) vs JDBRX (2500). JDBRX annual gain was more profitable for investors over the last year : 10.01 vs. BALCX (9.43). JDBRX return over 5 years is better than : 38.68 vs. BALCX (35.43).
BALCXJDBRXBALCX / JDBRX
Total Expense Ratio1.311.31100%
Annual Report Gross Expense Ratio1.311.31100%
Fund Existence24 years16 years-
Gain YTD8.5979.02695%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets254B27B941%
Annual Yield % from dividends1.191.2694%
Returns for 1 year9.4310.0194%
Returns for 3 years32.2032.7798%
Returns for 5 years35.4338.6892%
Returns for 10 years58.2179.0474%
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