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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$34.07
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Janus Henderson Balanced T
Price$45.30
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets25.07B
BALCX vs JABAX Comparison Chart
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BALCX vs. JABAX commentary
May 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 BALCX is a Buy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. JABAX (25.1B). JABAX pays higher dividends than BALCX: JABAX (1.88) vs BALCX (1.29). 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). BALCX annual gain was more profitable for investors over the last year : 3.96 vs. JABAX (3.56). JABAX return over 5 years is better than : 40.36 vs. BALCX (32.61).
| 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 | 0.192 | -0.347 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 25.1B | 932% |
| Annual Yield % from dividends | 1.29 | 1.88 | 68% |
| Returns for 1 year | 3.96 | 3.56 | 111% |
| Returns for 3 years | 19.76 | 23.39 | 84% |
| Returns for 5 years | 32.61 | 40.36 | 81% |
| Returns for 10 years | 44.56 | 69.88 | 64% |