Interact to see
Advertisement
Advertisement
BALCX vs JANBX
BALCX vs JANBX Comparison
Open Charts BALCX vs JANBX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Janus Henderson Balanced D
Price$51.16
Change-$0.13 (-0.25%)
VolumeN/A
Net Assets27.56B
BALCX vs JANBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JANBX commentary
Oct 09, 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 JANBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. JANBX (27.6B). JANBX pays higher dividends than BALCX: JANBX (1.71) vs BALCX (1.12). BALCX was incepted earlier than JANBX: BALCX (25 years) vs JANBX (33 years). BALCX (1.31) is less costly to investors than JANBX (0.69). JANBX is a more actively managed with annual turnover of: 76.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JANBX: BALCX (250) vs JANBX (2500). JANBX annual gain was more profitable for investors over the last year : 9.89 vs. BALCX (9.16). JANBX return over 5 years is better than : 41.11 vs. BALCX (38.15).
| BALCX | JANBX | BALCX / JANBX | |
| Total Expense Ratio | 1.31 | 0.69 | 190% |
| Annual Report Gross Expense Ratio | 1.31 | 0.69 | 190% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 13.806 | 13.664 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 27.6B | 964% |
| Annual Yield % from dividends | 1.12 | 1.71 | 66% |
| Returns for 1 year | 9.16 | 9.89 | 93% |
| Returns for 3 years | 48.04 | 49.67 | 97% |
| Returns for 5 years | 38.15 | 41.11 | 93% |
| Returns for 10 years | 68.87 | 103.41 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TBJL | 20.11 | 0.08 | +0.39% |
| Innovator 20+ Year Tsy Bd Bfr ETF July | |||
| NDMO | 10.41 | -0.01 | -0.10% |
| Nuveen Dynamic Municipal Opportunities Fund | |||
| SEPP | 29.98 | -0.07 | -0.24% |
| PGIM S&P 500 Buffer 12 ETF - Sep | |||
| AVLV | 72.18 | -0.49 | -0.67% |
| Avantis US Large Cap Value ETF | |||
| MGMT | 43.40 | -0.60 | -1.37% |
| Ballast Small/Mid Cap ETF | |||