BALCX
Price
$40.03
Change
+$0.07 (+0.18%)
Updated
Jul 31 closing price
Net Assets
288.09B
JANBX
Price
$49.70
Change
+$0.31 (+0.63%)
Updated
Jul 31 closing price
Net Assets
28B
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BALCX vs JANBX

BALCX vs JANBX Comparison Chart in %
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BALCX vs. JANBX commentary
Aug 03, 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 Buy and JANBX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. JANBX (28B). JANBX pays higher dividends than BALCX: JANBX (1.65) 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 : 10.48 vs. JANBX (1.59). BALCX return over 5 years is better than : 28.31 vs. JANBX (18.41).
BALCXJANBXBALCX / JANBX
Total Expense Ratio1.300.69188%
Annual Report Gross Expense Ratio1.300.69188%
Fund Existence25 years34 years-
Gain YTD7.9593.189250%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets288B28B1,029%
Annual Yield % from dividends1.161.6570%
Returns for 1 year10.481.59658%
Returns for 3 years35.5827.33130%
Returns for 5 years28.3118.41154%
Returns for 10 years73.63100.7973%
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