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BALFX vs JDBAX
BALFX vs JDBAX Comparison
Open Charts BALFX vs JDBAX
American Funds American Balanced F1
Price$38.12
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced A
Price$50.12
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets27.35B
BALFX vs JDBAX Comparison Chart in %
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BALFX vs. JDBAX 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. JDBAX (27.4B). BALFX pays higher dividends than JDBAX: BALFX (1.77) vs JDBAX (1.61). BALFX was incepted earlier than JDBAX: BALFX (25 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). BALFX annual gain was more profitable for investors over the last year : 9.94 vs. JDBAX (9.09). BALFX return over 5 years is better than : 39.60 vs. JDBAX (37.65).
| BALFX | JDBAX | BALFX / JDBAX | |
| Total Expense Ratio | 0.61 | 0.88 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.88 | 69% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 11.360 | 10.921 | 104% |
| Front Load | N/A | 6% | - |
| 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 | 1.61 | 110% |
| Returns for 1 year | 9.94 | 9.09 | 109% |
| Returns for 3 years | 39.77 | 38.06 | 104% |
| Returns for 5 years | 39.60 | 37.65 | 105% |
| Returns for 10 years | 75.07 | 95.96 | 78% |
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