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BALFX vs JABAX
BALFX vs JABAX Comparison
Open Charts BALFX vs JABAX
American Funds American Balanced F1
Price$38.12
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced T
Price$50.24
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets27.35B
BALFX vs JABAX Comparison Chart in %
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BALFX vs. JABAX 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 BALFX is a Buy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. JABAX (27.4B). BALFX pays higher dividends than JABAX: BALFX (1.77) vs JABAX (1.67). BALFX was incepted earlier than JABAX: BALFX (25 years) vs JABAX (33 years). JABAX (0.82) is less costly to investors than BALFX (0.61). JABAX is a more actively managed with annual turnover of: 76.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than JABAX: BALFX (250) vs JABAX (2500). BALFX annual gain was more profitable for investors over the last year : 9.94 vs. JABAX (9.20). BALFX (39.60) and JABAX (38.26) have equivalent 5 years return.
| BALFX | JABAX | BALFX / JABAX | |
| Total Expense Ratio | 0.61 | 0.82 | 74% |
| Annual Report Gross Expense Ratio | 0.61 | 0.82 | 74% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 11.360 | 10.983 | 103% |
| 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 | 1.77 | 1.67 | 106% |
| Returns for 1 year | 9.94 | 9.20 | 108% |
| Returns for 3 years | 39.77 | 38.44 | 103% |
| Returns for 5 years | 39.60 | 38.26 | 104% |
| Returns for 10 years | 75.07 | 97.81 | 77% |
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