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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
JHFunds2 Capital Appreciation Value NAV
Price$10.06
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets1.16B
BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Oct 08, 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 Hold and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. JCAVX (1.16B). JCAVX pays higher dividends than BALCX: JCAVX (2.09) vs BALCX (1.12). BALCX was incepted earlier than JCAVX: BALCX (25 years) vs JCAVX (15 years). BALCX (1.31) is less costly to investors than JCAVX (0.88). JCAVX is a more actively managed with annual turnover of: 74.00 vs. BALCX (44.00). 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 : 9.16 vs. JCAVX (0.69). BALCX return over 5 years is better than : 38.15 vs. JCAVX (-9.51).
| BALCX | JCAVX | BALCX / JCAVX | |
| Total Expense Ratio | 1.31 | 0.87 | 151% |
| Annual Report Gross Expense Ratio | 1.31 | 0.88 | 149% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 13.806 | 11.765 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.16B | 22,892% |
| Annual Yield % from dividends | 1.12 | 2.09 | 53% |
| Returns for 1 year | 9.16 | 0.69 | 1,319% |
| Returns for 3 years | 48.04 | 20.94 | 229% |
| Returns for 5 years | 38.15 | -9.51 | -401% |
| Returns for 10 years | 68.87 | -0.46 | -14,864% |
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