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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$36.73
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Janus Henderson Balanced S
Price$49.38
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets27.03B
BALCX vs JABRX Comparison Chart in %
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BALCX vs. JABRX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. JABRX (27B). JABRX pays higher dividends than BALCX: JABRX (1.46) vs BALCX (1.18). BALCX was incepted earlier than JABRX: BALCX (24 years) vs JABRX (16 years). BALCX (1.31) is less costly to investors than JABRX (1.07). JABRX is a more actively managed with annual turnover of: 76.00 vs. BALCX (44.00). 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 : 11.00 vs. BALCX (9.98). JABRX return over 5 years is better than : 36.08 vs. BALCX (32.54).
| BALCX | JABRX | BALCX / JABRX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.07 | 122% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 8.155 | 8.749 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 27B | 933% |
| Annual Yield % from dividends | 1.18 | 1.46 | 81% |
| Returns for 1 year | 9.98 | 11.00 | 91% |
| Returns for 3 years | 28.72 | 28.72 | 100% |
| Returns for 5 years | 32.54 | 36.08 | 90% |
| Returns for 10 years | 57.88 | 83.75 | 69% |
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