BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
JDBRX
Price
$48.53
Change
+$0.26 (+0.54%)
Updated
Jul 3 closing price
Net Assets
26.09B
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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$36.57
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.

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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).
BALCXJDBRXBALCX / JDBRX
Total Expense Ratio1.311.31100%
Annual Report Gross Expense Ratio1.311.31100%
Fund Existence24 years16 years-
Gain YTD7.6848.02496%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets252B26.1B966%
Annual Yield % from dividends1.191.2694%
Returns for 1 year7.036.50108%
Returns for 3 years32.5134.0296%
Returns for 5 years37.1440.2092%
Returns for 10 years58.1678.2774%
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