Ad is loading...
BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$35.09
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets241.03B
JHFunds2 Capital Appreciation Value NAV
Price$9.30
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets1.13B
BALCX vs JCAVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JCAVX commentary
Jan 31, 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 JCAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. JCAVX (1.13B). JCAVX pays higher dividends than BALCX: JCAVX (2.19) vs BALCX (1.59). BALCX was incepted earlier than JCAVX: BALCX (24 years) vs JCAVX (14 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (88.00). JCAVX has a lower initial minimum investment than BALCX: JCAVX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 11.25 vs. JCAVX (2.85). BALCX return over 5 years is better than : 29.82 vs. JCAVX (-11.43).
| BALCX | JCAVX | BALCX / JCAVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.054 | 2.775 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 1.13B | 21,384% |
| Annual Yield % from dividends | 1.59 | 2.19 | 72% |
| Returns for 1 year | 11.25 | 2.85 | 395% |
| Returns for 3 years | 12.88 | -2.17 | -594% |
| Returns for 5 years | 29.82 | -11.43 | -261% |
| Returns for 10 years | 51.48 | -4.92 | -1,047% |
View a ticker or compare two or three
VS
VS
Ad is loading...