BALFX
Price
$40.75
Change
-$0.03 (-0.07%)
Updated
Jul 10 closing price
Net Assets
288.09B
JANBX
Price
$49.70
Change
+$0.27 (+0.55%)
Updated
Jul 9 closing price
Net Assets
28B
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BALFX vs JANBX

BALFX vs JANBX Comparison Chart in %
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BALFX vs. JANBX commentary
Jul 12, 2026

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.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. JANBX (28B). BALFX pays higher dividends than JANBX: BALFX (1.75) vs JANBX (1.65). BALFX was incepted earlier than JANBX: BALFX (25 years) vs JANBX (34 years). JANBX (0.69) is less costly to investors than BALFX (0.61). JANBX is a more actively managed with annual turnover of: 75.00 vs. BALFX (50.00). 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 : 12.52 vs. JANBX (3.13). BALFX return over 5 years is better than : 33.96 vs. JANBX (20.34).
BALFXJANBXBALFX / JANBX
Total Expense Ratio0.610.6988%
Annual Report Gross Expense Ratio0.610.6988%
Fund Existence25 years34 years-
Gain YTD9.3933.837245%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets288B28B1,029%
Annual Yield % from dividends1.751.65106%
Returns for 1 year12.523.13401%
Returns for 3 years42.5031.16136%
Returns for 5 years33.9620.34167%
Returns for 10 years83.07102.8881%
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