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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Janus Henderson Balanced T
Price$50.90
Change+$0.21 (+0.41%)
VolumeN/A
Net Assets28.51B
BALCX vs JABAX Comparison Chart in %
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BALCX vs. JABAX commentary
Nov 20, 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: 263B vs. JABAX (28.5B). JABAX pays higher dividends than BALCX: JABAX (1.58) vs BALCX (1.10). BALCX was incepted earlier than JABAX: BALCX (25 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 : 8.17 vs. JABAX (7.27). JABAX return over 5 years is better than : 36.85 vs. BALCX (34.58).
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | 1.31 | 0.82 | 160% |
| Annual Report Gross Expense Ratio | 1.31 | 0.82 | 160% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 13.334 | 12.881 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 28.5B | 923% |
| Annual Yield % from dividends | 1.10 | 1.58 | 70% |
| Returns for 1 year | 8.17 | 7.27 | 112% |
| Returns for 3 years | 38.17 | 40.37 | 95% |
| Returns for 5 years | 34.58 | 36.85 | 94% |
| Returns for 10 years | 63.59 | 93.83 | 68% |
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