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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Janus Henderson Balanced T
Price$46.68
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets26.62B
BALCX vs JABAX Comparison Chart
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BALCX vs. JABAX commentary
Feb 23, 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: 242B vs. JABAX (26.6B). JABAX pays higher dividends than BALCX: JABAX (1.81) vs BALCX (1.59). BALCX was incepted earlier than JABAX: BALCX (24 years) vs JABAX (33 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). BALCX annual gain was more profitable for investors over the last year : 8.38 vs. JABAX (7.25). JABAX return over 5 years is better than : 31.92 vs. BALCX (26.14).
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.790 | 2.212 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 26.6B | 910% |
| Annual Yield % from dividends | 1.59 | 1.81 | 88% |
| Returns for 1 year | 8.38 | 7.25 | 116% |
| Returns for 3 years | 15.69 | 16.09 | 98% |
| Returns for 5 years | 26.14 | 31.92 | 82% |
| Returns for 10 years | 46.66 | 73.83 | 63% |