Interact to see
Advertisement
Advertisement
BALCX vs JBATX
BALCX vs JBATX Comparison
Open Charts BALCX vs JBATX
American Funds American Balanced C
Price$38.94
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
JHancock Balanced R2
Price$31.83
Change+$0.16 (+0.51%)
VolumeN/A
Net Assets6.16B
BALCX vs JBATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JBATX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. JBATX (6.16B). JBATX pays higher dividends than BALCX: JBATX (1.43) vs BALCX (1.12). BALCX was incepted earlier than JBATX: BALCX (25 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 : 10.30 vs. BALCX (8.58). JBATX return over 5 years is better than : 45.31 vs. BALCX (40.10).
| BALCX | JBATX | BALCX / JBATX | |
| Total Expense Ratio | 1.31 | 1.12 | 117% |
| Annual Report Gross Expense Ratio | 1.31 | 1.13 | 116% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 14.779 | 12.128 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.16B | 4,316% |
| Annual Yield % from dividends | 1.12 | 1.43 | 78% |
| Returns for 1 year | 8.58 | 10.30 | 83% |
| Returns for 3 years | 47.88 | 50.73 | 94% |
| Returns for 5 years | 40.10 | 45.31 | 88% |
| Returns for 10 years | 65.94 | 90.51 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers