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BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
American Funds American Balanced C
Price$38.32
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
JHancock Balanced R6
Price$31.86
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets6.18B
BALCX vs JBAWX Comparison Chart in %
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BALCX vs. JBAWX commentary
Sep 19, 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: 263B vs. JBAWX (6.18B). JBAWX pays higher dividends than BALCX: JBAWX (1.90) vs BALCX (1.16). BALCX was incepted earlier than JBAWX: BALCX (25 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 : 11.75 vs. BALCX (9.30). JBAWX return over 5 years is better than : 50.20 vs. BALCX (39.22).
| BALCX | JBAWX | BALCX / JBAWX | |
| Total Expense Ratio | 1.31 | 0.62 | 211% |
| Annual Report Gross Expense Ratio | 1.31 | 0.63 | 208% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 12.837 | 12.186 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.18B | 4,256% |
| Annual Yield % from dividends | 1.16 | 1.90 | 61% |
| Returns for 1 year | 9.30 | 11.75 | 79% |
| Returns for 3 years | 40.24 | 47.64 | 84% |
| Returns for 5 years | 39.22 | 50.20 | 78% |
| Returns for 10 years | 71.25 | 102.15 | 70% |
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