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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Janus Henderson Balanced T
Price$43.57
Change-$1.28 (-2.85%)
VolumeN/A
Net Assets26.48B
BALCX vs JABAX Comparison Chart
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BALCX vs. JABAX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. JABAX (26.5B). JABAX pays higher dividends than BALCX: JABAX (1.89) vs BALCX (1.28). BALCX was incepted earlier than JABAX: BALCX (24 years) vs JABAX (33 years). BALCX (1.32) is less costly to investors than JABAX (0.82). BALCX is a more actively managed with annual turnover of: 171.00 vs. JABAX (76.00). 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 : 2.28 vs. BALCX (0.58). JABAX return over 5 years is better than : 51.57 vs. BALCX (41.73).
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | 1.32 | 0.82 | 161% |
| Annual Report Gross Expense Ratio | 1.32 | 0.82 | 161% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -2.337 | -1.337 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 26.5B | 887% |
| Annual Yield % from dividends | 1.28 | 1.89 | 68% |
| Returns for 1 year | 0.58 | 2.28 | 26% |
| Returns for 3 years | 7.28 | 9.72 | 75% |
| Returns for 5 years | 41.73 | 51.57 | 81% |
| Returns for 10 years | 41.88 | 69.55 | 60% |
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