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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Janus Henderson Balanced S
Price$46.57
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets26.62B
BALCX vs JABRX Comparison Chart
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BALCX vs. JABRX commentary
Feb 23, 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 JABRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. JABRX (26.6B). BALCX (1.59) and JABRX (1.58) have matching dividends . BALCX was incepted earlier than JABRX: BALCX (24 years) vs JABRX (16 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. JABRX (92.00). BALCX has a lower initial minimum investment than JABRX: BALCX (250) vs JABRX (2500). BALCX annual gain was more profitable for investors over the last year : 8.38 vs. JABRX (6.97). JABRX return over 5 years is better than : 30.21 vs. BALCX (26.14).
| BALCX | JABRX | BALCX / JABRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 2.790 | 2.194 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 26.6B | 910% |
| Annual Yield % from dividends | 1.59 | 1.58 | 101% |
| Returns for 1 year | 8.38 | 6.97 | 120% |
| Returns for 3 years | 15.69 | 15.19 | 103% |
| Returns for 5 years | 26.14 | 30.21 | 87% |
| Returns for 10 years | 46.66 | 69.54 | 67% |
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