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BALCX vs JDBRX
BALCX vs JDBRX Comparison
Open Charts BALCX vs JDBRX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Janus Henderson Balanced R
Price$48.53
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets26.09B
BALCX vs JDBRX Comparison Chart in %
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BALCX vs. JDBRX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. JDBRX (26.1B). 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). BALCX annual gain was more profitable for investors over the last year : 7.03 vs. JDBRX (6.50). JDBRX return over 5 years is better than : 40.20 vs. BALCX (37.14).
| 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 | 7.684 | 8.024 | 96% |
| Front Load | N/A | N/A | - |
| 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 | 1.26 | 94% |
| Returns for 1 year | 7.03 | 6.50 | 108% |
| Returns for 3 years | 32.51 | 34.02 | 96% |
| Returns for 5 years | 37.14 | 40.20 | 92% |
| Returns for 10 years | 58.16 | 78.27 | 74% |
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