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BALFX vs JABRX
BALFX vs JABRX Comparison
Open Charts BALFX vs JABRX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced S
Price$49.73
Change-$0.16 (-0.32%)
VolumeN/A
Net Assets27.35B
BALFX vs JABRX Comparison Chart in %
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BALFX vs. JABRX commentary
Aug 18, 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: 256B vs. JABRX (27.4B). BALFX pays higher dividends than JABRX: BALFX (1.79) vs JABRX (1.46). BALFX was incepted earlier than JABRX: BALFX (24 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 (7.95) and JABRX (7.88) have marching annual gain over last year. BALFX (37.91) and JABRX (37.42) have equivalent 5 years return.
| BALFX | JABRX | BALFX / JABRX | |
| Total Expense Ratio | 0.61 | 1.07 | 57% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 9.747 | 9.965 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.79 | 1.46 | 123% |
| Returns for 1 year | 7.95 | 7.88 | 101% |
| Returns for 3 years | 29.46 | 27.36 | 108% |
| Returns for 5 years | 37.91 | 37.42 | 101% |
| Returns for 10 years | 66.08 | 85.26 | 77% |
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