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BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Janus Henderson Balanced S
Price$47.32
Change+$0.18 (+0.38%)
VolumeN/A
Net Assets25.07B
BALCX vs JABRX Comparison Chart
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BALCX vs. JABRX commentary
Jun 07, 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: 243B vs. JABRX (25.1B). JABRX pays higher dividends than BALCX: JABRX (1.56) vs BALCX (1.24). 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). BALCX annual gain was more profitable for investors over the last year : 6.34 vs. JABRX (4.70). JABRX return over 5 years is better than : 36.85 vs. BALCX (30.67).
| 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 | 4.397 | 3.866 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 25.1B | 968% |
| Annual Yield % from dividends | 1.24 | 1.56 | 80% |
| Returns for 1 year | 6.34 | 4.70 | 135% |
| Returns for 3 years | 20.09 | 23.95 | 84% |
| Returns for 5 years | 30.67 | 36.85 | 83% |
| Returns for 10 years | 52.83 | 74.95 | 70% |
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