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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
Janus Henderson Balanced S
Price$45.51
Change-$0.96 (-2.07%)
VolumeN/A
CapitalizationN/A
BALCX vs JABRX Comparison Chart
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BALCX vs. JABRX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. JABRX (26.9B). BALCX (1.59) and JABRX (1.58) have matching dividends . BALCX was incepted earlier than JABRX: BALCX (24 years) vs JABRX (15 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). JABRX annual gain was more profitable for investors over the last year : 12.70 vs. BALCX (11.89). JABRX return over 5 years is better than : 34.86 vs. BALCX (28.93).
| BALCX | JABRX | BALCX / JABRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 10.937 | 11.848 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 26.9B | 896% |
| Annual Yield % from dividends | 1.59 | 1.58 | 101% |
| Returns for 1 year | 11.89 | 12.70 | 94% |
| Returns for 3 years | 10.17 | 4.27 | 239% |
| Returns for 5 years | 28.93 | 34.86 | 83% |
| Returns for 10 years | 40.96 | 73.83 | 55% |
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