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BALFX vs JANBX
BALFX vs JANBX Comparison
Open Charts BALFX vs JANBX
American Funds American Balanced F1
Price$32.73
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Janus Henderson Balanced D
Price$42.91
Change-$1.06 (-2.41%)
VolumeN/A
Net Assets25.08B
BALFX vs JANBX Comparison Chart
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BALFX vs. JANBX commentary
Apr 11, 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: 229B vs. JANBX (25.1B). JANBX (2.00) and BALFX (1.95) 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 (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. JANBX (76.00). BALFX has a lower initial minimum investment than JANBX: BALFX (250) vs JANBX (2500). BALFX annual gain was more profitable for investors over the last year : -3.61 vs. JANBX (-5.16). JANBX return over 5 years is better than : 32.63 vs. BALFX (30.02).
| BALFX | JANBX | BALFX / JANBX | |
| Total Expense Ratio | 0.62 | 0.69 | 90% |
| Annual Report Gross Expense Ratio | 0.62 | 0.69 | 90% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -6.950 | -8.734 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 25.1B | 912% |
| Annual Yield % from dividends | 1.95 | 2.00 | 97% |
| Returns for 1 year | -3.61 | -5.16 | 70% |
| Returns for 3 years | 4.96 | 4.07 | 122% |
| Returns for 5 years | 30.02 | 32.63 | 92% |
| Returns for 10 years | 39.80 | 58.06 | 69% |
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