Interact to see
Advertisement
Advertisement
BALCX vs JABRX
BALCX vs JABRX Comparison
Open Charts BALCX vs JABRX
American Funds American Balanced C
Price$36.58
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
Janus Henderson Balanced S
Price$48.85
Change+$0.15 (+0.31%)
VolumeN/A
Net Assets27.03B
BALCX vs JABRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JABRX commentary
Jul 18, 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 (1.47) vs BALCX (1.19). 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 (6.23) and JABRX (5.97) have marching annual gain over last year. JABRX return over 5 years is better than : 38.46 vs. BALCX (34.75).
| 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 | 7.714 | 7.687 | 100% |
| 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 | 1.19 | 1.47 | 81% |
| Returns for 1 year | 6.23 | 5.97 | 105% |
| Returns for 3 years | 33.48 | 34.15 | 98% |
| Returns for 5 years | 34.75 | 38.46 | 90% |
| Returns for 10 years | 55.47 | 79.38 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement