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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Janus Henderson Balanced S
Price$43.95
Change+$0.75 (+1.74%)
VolumeN/A
Net Assets25.08B
BALCX vs JABRX Comparison Chart
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BALCX vs. JABRX commentary
Apr 25, 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: 227B vs. JABRX (25.1B). JABRX pays higher dividends than BALCX: JABRX (1.63) vs BALCX (1.28). BALCX was incepted earlier than JABRX: BALCX (24 years) vs JABRX (16 years). BALCX (1.32) is less costly to investors than JABRX (1.07). BALCX is a more actively managed with annual turnover of: 171.00 vs. JABRX (76.00). 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 : 3.38 vs. JABRX (0.61). JABRX return over 5 years is better than : 33.89 vs. BALCX (31.61).
| BALCX | JABRX | BALCX / JABRX | |
| Total Expense Ratio | 1.32 | 1.07 | 123% |
| Annual Report Gross Expense Ratio | 1.32 | 1.07 | 123% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -1.749 | -4.815 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 25.1B | 904% |
| Annual Yield % from dividends | 1.28 | 1.63 | 79% |
| Returns for 1 year | 3.38 | 0.61 | 557% |
| Returns for 3 years | 12.46 | 10.89 | 114% |
| Returns for 5 years | 31.61 | 33.89 | 93% |
| Returns for 10 years | 41.14 | 57.47 | 72% |
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