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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Janus Henderson Balanced S
Price$46.04
Change+$0.25 (+0.55%)
VolumeN/A
Net Assets26.21B
BALCX vs JABRX Comparison Chart
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BALCX vs. JABRX 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 JABRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. JABRX (26.2B). 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 : 11.44 vs. JABRX (10.53). JABRX return over 5 years is better than : 29.79 vs. BALCX (25.92).
| 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 | 1.938 | 1.031 | 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 | 1.58 | 101% |
| Returns for 1 year | 11.44 | 10.53 | 109% |
| Returns for 3 years | 10.59 | 9.74 | 109% |
| Returns for 5 years | 25.92 | 29.79 | 87% |
| Returns for 10 years | 49.96 | 73.41 | 68% |