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BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
JHancock Balanced R6
Price$31.88
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets6.22B
BALCX vs JBAWX Comparison Chart in %
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BALCX vs. JBAWX commentary
Nov 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 Hold and JBAWX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. JBAWX (6.22B). JBAWX pays higher dividends than BALCX: JBAWX (1.84) vs BALCX (1.10). 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 : 12.42 vs. BALCX (8.00). JBAWX return over 5 years is better than : 45.82 vs. BALCX (33.87).
| 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 | 13.040 | 13.588 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 6.22B | 4,246% |
| Annual Yield % from dividends | 1.10 | 1.84 | 60% |
| Returns for 1 year | 8.00 | 12.42 | 64% |
| Returns for 3 years | 37.81 | 47.55 | 80% |
| Returns for 5 years | 33.87 | 45.82 | 74% |
| Returns for 10 years | 63.16 | 99.46 | 64% |