Interact to see
Advertisement
Advertisement
BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$37.39
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
Janus Henderson Balanced S
Price$50.14
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets27.35B
BALCX vs JABRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JABRX commentary
Aug 30, 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: 255B vs. JABRX (27.4B). 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 : 7.94 vs. BALCX (7.26). JABRX (34.37) and BALCX (33.22) 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 | 24 years | 16 years | - |
| Gain YTD | 10.099 | 10.872 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 27.4B | 931% |
| Annual Yield % from dividends | 1.18 | 1.46 | 81% |
| Returns for 1 year | 7.26 | 7.94 | 91% |
| Returns for 3 years | 33.01 | 34.52 | 96% |
| Returns for 5 years | 33.22 | 34.37 | 97% |
| Returns for 10 years | 66.67 | 93.01 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement