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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$38.32
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
Janus Henderson Balanced T
Price$51.09
Change+$0.14 (+0.27%)
VolumeN/A
Net Assets27.56B
BALCX vs JABAX Comparison Chart in %
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BALCX vs. JABAX commentary
Sep 19, 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 BALCX is a Hold and JABAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. JABAX (27.6B). JABAX pays higher dividends than BALCX: JABAX (1.67) vs BALCX (1.16). BALCX was incepted earlier than JABAX: BALCX (25 years) vs JABAX (33 years). BALCX (1.31) is less costly to investors than JABAX (0.82). JABAX is a more actively managed with annual turnover of: 76.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JABAX: BALCX (250) vs JABAX (2500). BALCX (9.30) and JABAX (8.90) have marching annual gain over last year. JABAX return over 5 years is better than : 42.21 vs. BALCX (39.22).
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | 1.31 | 0.82 | 160% |
| Annual Report Gross Expense Ratio | 1.31 | 0.82 | 160% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 12.837 | 12.551 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 27.6B | 953% |
| Annual Yield % from dividends | 1.16 | 1.67 | 70% |
| Returns for 1 year | 9.30 | 8.90 | 104% |
| Returns for 3 years | 40.24 | 41.20 | 98% |
| Returns for 5 years | 39.22 | 42.21 | 93% |
| Returns for 10 years | 71.25 | 99.94 | 71% |
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