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BALCX vs JBATX
BALCX vs JBATX Comparison
Open Charts BALCX vs JBATX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced R2
Price$31.21
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets6.07B
BALCX vs JBATX Comparison Chart in %
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BALCX vs. JBATX commentary
Sep 07, 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 JBATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. JBATX (6.07B). JBATX pays higher dividends than BALCX: JBATX (1.44) vs BALCX (1.16). BALCX was incepted earlier than JBATX: BALCX (24 years) vs JBATX (14 years). BALCX (1.31) is less costly to investors than JBATX (1.13). JBATX is a more actively managed with annual turnover of: 67.00 vs. BALCX (44.00). JBATX has a lower initial minimum investment than BALCX: JBATX (0) vs BALCX (250). JBATX annual gain was more profitable for investors over the last year : 10.88 vs. BALCX (9.12). JBATX return over 5 years is better than : 42.93 vs. BALCX (35.50).
| BALCX | JBATX | BALCX / JBATX | |
| Total Expense Ratio | 1.31 | 1.12 | 117% |
| Annual Report Gross Expense Ratio | 1.31 | 1.13 | 116% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 10.835 | 10.093 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 1.16 | 1.44 | 81% |
| Returns for 1 year | 9.12 | 10.88 | 84% |
| Returns for 3 years | 37.20 | 43.00 | 87% |
| Returns for 5 years | 35.50 | 42.93 | 83% |
| Returns for 10 years | 67.85 | 91.67 | 74% |
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