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BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
American Funds American Balanced C
Price$37.39
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
JHancock Balanced R6
Price$31.06
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets5.97B
BALCX vs JBAWX Comparison Chart in %
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BALCX vs. JBAWX commentary
Aug 30, 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: 255B vs. JBAWX (5.97B). 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 : 9.36 vs. BALCX (7.26). JBAWX return over 5 years is better than : 42.70 vs. BALCX (33.22).
| BALCX | JBAWX | BALCX / JBAWX | |
| Total Expense Ratio | 1.31 | 0.62 | 211% |
| Annual Report Gross Expense Ratio | 1.31 | 0.63 | 208% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 10.099 | 9.149 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 5.97B | 4,269% |
| Annual Yield % from dividends | 1.18 | 1.92 | 61% |
| Returns for 1 year | 7.26 | 9.36 | 78% |
| Returns for 3 years | 33.01 | 39.64 | 83% |
| Returns for 5 years | 33.22 | 42.70 | 78% |
| Returns for 10 years | 66.67 | 96.03 | 69% |
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