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BALFX vs JABRX
BALFX vs JABRX Comparison
Open Charts BALFX vs JABRX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced S
Price$50.19
Change+$0.38 (+0.76%)
VolumeN/A
Net Assets27.35B
BALFX vs JABRX Comparison Chart in %
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BALFX vs. JABRX commentary
Sep 08, 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 JABRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. JABRX (27.4B). BALFX pays higher dividends than JABRX: BALFX (1.77) vs JABRX (1.44). BALFX was incepted earlier than JABRX: BALFX (25 years) vs JABRX (16 years). JABRX (1.07) is less costly to investors than BALFX (0.61). JABRX is a more actively managed with annual turnover of: 76.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than JABRX: BALFX (250) vs JABRX (2500). BALFX annual gain was more profitable for investors over the last year : 9.94 vs. JABRX (8.89). BALFX return over 5 years is better than : 39.60 vs. JABRX (36.43).
| BALFX | JABRX | BALFX / JABRX | |
| Total Expense Ratio | 0.61 | 1.07 | 57% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 11.360 | 10.783 | 105% |
| 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 | 1.44 | 123% |
| Returns for 1 year | 9.94 | 8.89 | 112% |
| Returns for 3 years | 39.77 | 37.32 | 107% |
| Returns for 5 years | 39.60 | 36.43 | 109% |
| Returns for 10 years | 75.07 | 92.86 | 81% |
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