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BALCX vs JABAX
BALCX vs JABAX Comparison
Open Charts BALCX vs JABAX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Janus Henderson Balanced T
Price$46.14
Change+$0.25 (+0.54%)
VolumeN/A
Net Assets26.21B
BALCX vs JABAX Comparison Chart
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BALCX vs. JABAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. JABAX (26.2B). JABAX pays higher dividends than BALCX: JABAX (1.81) vs BALCX (1.59). BALCX was incepted earlier than JABAX: BALCX (24 years) vs JABAX (32 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. JABAX (92.00). 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 : 11.44 vs. JABAX (10.81). JABAX return over 5 years is better than : 31.50 vs. BALCX (25.92).
| BALCX | JABAX | BALCX / JABAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 1.938 | 1.029 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 26.2B | 916% |
| Annual Yield % from dividends | 1.59 | 1.81 | 88% |
| Returns for 1 year | 11.44 | 10.81 | 106% |
| Returns for 3 years | 10.59 | 10.59 | 100% |
| Returns for 5 years | 25.92 | 31.50 | 82% |
| Returns for 10 years | 49.96 | 77.82 | 64% |
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