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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$34.80
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
Janus Henderson Balanced T
Price$46.56
Change-$0.13 (-0.28%)
VolumeN/A
CapitalizationN/A
BALCX vs JABAX Comparison Chart
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BALCX vs. JABAX commentary
Dec 18, 2024
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 BALCX is a Hold and JABAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 230B vs. JABAX (26.9B). JABAX pays higher dividends than BALCX: JABAX (1.81) vs BALCX (1.59). BALCX was incepted earlier than JABAX: BALCX (24 years) vs JABAX (32 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. JABAX (92.00). BALCX has a lower initial minimum investment than JABAX: BALCX (250) vs JABAX (2500). JABAX annual gain was more profitable for investors over the last year : 12.99 vs. BALCX (11.89). JABAX return over 5 years is better than : 36.60 vs. BALCX (28.93).
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 10.937 | 12.135 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 26.9B | 855% |
| Annual Yield % from dividends | 1.59 | 1.81 | 88% |
| Returns for 1 year | 11.89 | 12.99 | 92% |
| Returns for 3 years | 10.17 | 5.07 | 201% |
| Returns for 5 years | 28.93 | 36.60 | 79% |
| Returns for 10 years | 40.96 | 78.26 | 52% |
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