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BALCX vs JDBRX
BALCX vs JDBRX Comparison
Open Charts BALCX vs JDBRX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced R
Price$49.33
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
BALCX vs JDBRX Comparison Chart in %
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BALCX vs. JDBRX 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 JDBRX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. JDBRX (27.4B). JDBRX pays higher dividends than BALCX: JDBRX (1.25) vs BALCX (1.18). 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 : 7.60 vs. BALCX (7.16). JDBRX return over 5 years is better than : 35.62 vs. BALCX (33.87).
| BALCX | JDBRX | BALCX / JDBRX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.31 | 1.31 | 100% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 9.274 | 9.805 | 95% |
| Front Load | N/A | N/A | - |
| 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 | 1.25 | 95% |
| Returns for 1 year | 7.16 | 7.60 | 94% |
| Returns for 3 years | 27.12 | 26.39 | 103% |
| Returns for 5 years | 33.87 | 35.62 | 95% |
| Returns for 10 years | 59.19 | 80.56 | 73% |
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