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BALCX vs JANBX
BALCX vs JANBX Comparison
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BALCX vs JANBX Comparison Chart in %
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BALCX vs. JANBX commentary
Jun 08, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JANBX (27.8B). JANBX pays higher dividends than BALCX: JANBX (1.69) vs BALCX (1.16). BALCX was incepted earlier than JANBX: BALCX (25 years) vs JANBX (34 years). BALCX (1.30) is less costly to investors than JANBX (0.69). JANBX is a more actively managed with annual turnover of: 75.00 vs. BALCX (50.00). BALCX has a lower initial minimum investment than JANBX: BALCX (250) vs JANBX (2500). BALCX annual gain was more profitable for investors over the last year : 13.57 vs. JANBX (7.19). BALCX return over 5 years is better than : 27.67 vs. JANBX (24.51).
| BALCX | JANBX | BALCX / JANBX | |
| Total Expense Ratio | 1.30 | 0.69 | 188% |
| Annual Report Gross Expense Ratio | 1.30 | 0.69 | 188% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 7.001 | 3.703 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 27.8B | 1,036% |
| Annual Yield % from dividends | 1.16 | 1.69 | 69% |
| Returns for 1 year | 13.57 | 7.19 | 189% |
| Returns for 3 years | 39.28 | 32.22 | 122% |
| Returns for 5 years | 27.67 | 24.51 | 113% |
| Returns for 10 years | 72.49 | 105.04 | 69% |
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