Interact to see
Advertisement
Advertisement
BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
American Funds American Balanced C
Price$36.71
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
JHancock Balanced R6
Price$30.41
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets5.95B
BALCX vs JBAWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JBAWX commentary
Aug 08, 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 JBAWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 253B vs. JBAWX (5.95B). JBAWX pays higher dividends than BALCX: JBAWX (1.92) vs BALCX (1.18). BALCX was incepted earlier than JBAWX: BALCX (24 years) vs JBAWX (14 years). BALCX (1.31) is less costly to investors than JBAWX (0.63). JBAWX is a more actively managed with annual turnover of: 67.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than JBAWX: BALCX (250) vs JBAWX (1000000). JBAWX annual gain was more profitable for investors over the last year : 13.08 vs. BALCX (10.54). JBAWX return over 5 years is better than : 43.93 vs. BALCX (32.47).
| BALCX | JBAWX | BALCX / JBAWX | |
| Total Expense Ratio | 1.31 | 0.62 | 211% |
| Annual Report Gross Expense Ratio | 1.31 | 0.63 | 208% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 8.096 | 7.736 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 5.95B | 4,251% |
| Annual Yield % from dividends | 1.18 | 1.92 | 61% |
| Returns for 1 year | 10.54 | 13.08 | 81% |
| Returns for 3 years | 28.43 | 35.57 | 80% |
| Returns for 5 years | 32.47 | 43.93 | 74% |
| Returns for 10 years | 56.72 | 86.32 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement