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BALCX vs JBATX
BALCX vs JBATX Comparison
Open Charts BALCX vs JBATX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
JHancock Balanced R2
Price$31.83
Change-$0.12 (-0.38%)
VolumeN/A
Net Assets6.22B
BALCX vs JBATX Comparison Chart in %
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BALCX vs. JBATX commentary
Nov 20, 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 JBATX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. JBATX (6.22B). JBATX pays higher dividends than BALCX: JBATX (1.40) vs BALCX (1.10). 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 : 11.85 vs. BALCX (8.17). JBATX return over 5 years is better than : 42.83 vs. BALCX (34.58).
| 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 | 13.334 | 13.119 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.22B | 4,230% |
| Annual Yield % from dividends | 1.10 | 1.40 | 79% |
| Returns for 1 year | 8.17 | 11.85 | 69% |
| Returns for 3 years | 38.17 | 45.49 | 84% |
| Returns for 5 years | 34.58 | 42.83 | 81% |
| Returns for 10 years | 63.59 | 92.19 | 69% |