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BALCX vs JBAWX
BALCX vs JBAWX Comparison
Open Charts BALCX vs JBAWX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JHancock Balanced R6
Price$31.92
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets6.18B
BALCX vs JBAWX Comparison Chart in %
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BALCX vs. JBAWX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. JBAWX (6.18B). JBAWX pays higher dividends than BALCX: JBAWX (1.88) vs BALCX (1.12). 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 : 12.12 vs. BALCX (9.12). JBAWX return over 5 years is better than : 47.78 vs. BALCX (38.19).
| 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 | 14.307 | 12.736 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.18B | 4,304% |
| Annual Yield % from dividends | 1.12 | 1.88 | 59% |
| Returns for 1 year | 9.12 | 12.12 | 75% |
| Returns for 3 years | 48.69 | 54.74 | 89% |
| Returns for 5 years | 38.19 | 47.78 | 80% |
| Returns for 10 years | 69.62 | 101.43 | 69% |
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