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BALFX vs JANBX
BALFX vs JANBX Comparison
Open Charts BALFX vs JANBX
American Funds American Balanced F1
Price$37.57
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Janus Henderson Balanced D
Price$50.18
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets27.35B
BALFX vs JANBX Comparison Chart in %
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BALFX vs. JANBX commentary
Aug 29, 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 BALFX is a Buy and JANBX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 255B vs. JANBX (27.4B). BALFX (1.79) and JANBX (1.79) have matching dividends . BALFX was incepted earlier than JANBX: BALFX (24 years) vs JANBX (33 years). JANBX (0.69) is less costly to investors than BALFX (0.61). JANBX is a more actively managed with annual turnover of: 76.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than JANBX: BALFX (250) vs JANBX (2500). JANBX (7.53) and BALFX (7.26) have marching annual gain over last year. BALFX (36.77) and JANBX (36.46) have equivalent 5 years return.
| BALFX | JANBX | BALFX / JANBX | |
| Total Expense Ratio | 0.61 | 0.69 | 88% |
| Annual Report Gross Expense Ratio | 0.61 | 0.69 | 88% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 10.187 | 10.738 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 27.4B | 931% |
| Annual Yield % from dividends | 1.79 | 1.79 | 100% |
| Returns for 1 year | 7.26 | 7.53 | 96% |
| Returns for 3 years | 34.40 | 34.72 | 99% |
| Returns for 5 years | 36.77 | 36.46 | 101% |
| Returns for 10 years | 72.29 | 99.12 | 73% |
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