Interact to see
Advertisement
Advertisement
BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$36.71
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Janus Henderson Balanced T
Price$49.40
Change-$0.10 (-0.20%)
VolumeN/A
Net Assets27.03B
BALCX vs JABAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JABAX commentary
Aug 08, 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: 253B vs. JABAX (27B). JABAX pays higher dividends than BALCX: JABAX (1.69) vs BALCX (1.18). 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 annual gain was more profitable for investors over the last year : 12.23 vs. BALCX (10.54). JABAX return over 5 years is better than : 38.17 vs. BALCX (32.47).
| 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 | 8.096 | 9.127 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 27B | 937% |
| Annual Yield % from dividends | 1.18 | 1.69 | 70% |
| Returns for 1 year | 10.54 | 12.23 | 86% |
| Returns for 3 years | 28.43 | 30.03 | 95% |
| Returns for 5 years | 32.47 | 38.17 | 85% |
| Returns for 10 years | 56.72 | 87.51 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement