Interact to see
Advertisement
Advertisement
BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Janus Henderson Balanced S
Price$50.76
Change+$0.20 (+0.40%)
VolumeN/A
Net Assets28.51B
BALCX vs JABRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JABRX commentary
Nov 20, 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 Hold and JABRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. JABRX (28.5B). JABRX pays higher dividends than BALCX: JABRX (1.35) vs BALCX (1.10). BALCX was incepted earlier than JABRX: BALCX (25 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 : 8.17 vs. JABRX (6.97). JABRX (35.02) and BALCX (34.58) have equivalent 5 years return.
| BALCX | JABRX | BALCX / JABRX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.07 | 122% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 13.334 | 12.610 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 28.5B | 923% |
| Annual Yield % from dividends | 1.10 | 1.35 | 81% |
| Returns for 1 year | 8.17 | 6.97 | 117% |
| Returns for 3 years | 38.17 | 39.21 | 97% |
| Returns for 5 years | 34.58 | 35.02 | 99% |
| Returns for 10 years | 63.59 | 88.98 | 71% |