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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$36.49
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Janus Henderson Balanced T
Price$48.81
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets27.03B
BALCX vs JABAX Comparison Chart in %
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BALCX vs. JABAX commentary
Jul 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 BALCX is a Buy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 251B vs. JABAX (27B). JABAX pays higher dividends than BALCX: JABAX (1.71) vs BALCX (1.19). BALCX was incepted earlier than JABAX: BALCX (24 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). JABAX (5.04) and BALCX (4.86) have marching annual gain over last year. JABAX return over 5 years is better than : 40.01 vs. BALCX (34.42).
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | 1.31 | 0.82 | 160% |
| Annual Report Gross Expense Ratio | 1.31 | 0.82 | 160% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 7.449 | 7.603 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 27B | 930% |
| Annual Yield % from dividends | 1.19 | 1.71 | 70% |
| Returns for 1 year | 4.86 | 5.04 | 96% |
| Returns for 3 years | 32.64 | 34.05 | 96% |
| Returns for 5 years | 34.42 | 40.01 | 86% |
| Returns for 10 years | 55.09 | 83.70 | 66% |