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BALFX vs JDBAX
BALFX vs JDBAX Comparison
Open Charts BALFX vs JDBAX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced A
Price$49.75
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
BALFX vs JDBAX Comparison Chart in %
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BALFX vs. JDBAX 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. JDBAX (27.4B). BALFX pays higher dividends than JDBAX: BALFX (1.79) vs JDBAX (1.62). BALFX was incepted earlier than JDBAX: BALFX (24 years) vs JDBAX (16 years). JDBAX (0.88) is less costly to investors than BALFX (0.61). JDBAX is a more actively managed with annual turnover of: 76.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than JDBAX: BALFX (250) vs JDBAX (2500). JDBAX (8.10) and BALFX (7.95) have marching annual gain over last year. JDBAX (38.69) and BALFX (37.91) have equivalent 5 years return.
| BALFX | JDBAX | BALFX / JDBAX | |
| Total Expense Ratio | 0.61 | 0.88 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.88 | 69% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 9.747 | 10.102 | 96% |
| Front Load | N/A | 6% | - |
| 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 | 1.62 | 110% |
| Returns for 1 year | 7.95 | 8.10 | 98% |
| Returns for 3 years | 29.46 | 28.08 | 105% |
| Returns for 5 years | 37.91 | 38.69 | 98% |
| Returns for 10 years | 66.08 | 88.25 | 75% |
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