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BALCX vs JDBRX
BALCX vs JDBRX Comparison
Open Charts BALCX vs JDBRX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced R
Price$49.91
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets27.35B
BALCX vs JDBRX Comparison Chart in %
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BALCX vs. JDBRX commentary
Sep 09, 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: 259B vs. JDBRX (27.4B). JDBRX pays higher dividends than BALCX: JDBRX (1.23) vs BALCX (1.16). BALCX was incepted earlier than JDBRX: BALCX (25 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). BALCX annual gain was more profitable for investors over the last year : 10.89 vs. JDBRX (9.61). BALCX (36.42) and JDBRX (35.06) have equivalent 5 years return.
| BALCX | JDBRX | BALCX / JDBRX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.31 | 1.31 | 100% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 11.277 | 10.606 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 27.4B | 945% |
| Annual Yield % from dividends | 1.16 | 1.23 | 94% |
| Returns for 1 year | 10.89 | 9.61 | 113% |
| Returns for 3 years | 34.57 | 33.23 | 104% |
| Returns for 5 years | 36.42 | 35.06 | 104% |
| Returns for 10 years | 69.02 | 88.66 | 78% |
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