Ad is loading...
BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
JHFunds2 Capital Appreciation Value NAV
Price$8.91
Change+$0.12 (+1.37%)
VolumeN/A
Net Assets1.09B
BALCX vs JCAVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JCAVX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 227B vs. JCAVX (1.09B). JCAVX pays higher dividends than BALCX: JCAVX (2.30) vs BALCX (1.28). BALCX was incepted earlier than JCAVX: BALCX (24 years) vs JCAVX (14 years). BALCX (1.32) is less costly to investors than JCAVX (0.88). BALCX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (74.00). 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 : 0.88 vs. JCAVX (-4.85). BALCX return over 5 years is better than : 28.57 vs. JCAVX (-8.51).
| BALCX | JCAVX | BALCX / JCAVX | |
| Total Expense Ratio | 1.32 | 0.87 | 152% |
| Annual Report Gross Expense Ratio | 1.32 | 0.88 | 150% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -4.013 | -2.442 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 1.09B | 20,845% |
| Annual Yield % from dividends | 1.28 | 2.30 | 56% |
| Returns for 1 year | 0.88 | -4.85 | -18% |
| Returns for 3 years | 10.05 | -4.08 | -246% |
| Returns for 5 years | 28.57 | -8.51 | -336% |
| Returns for 10 years | 37.55 | -12.75 | -294% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| TRU.X | 0.041270 | 0.001956 | +4.98% |
| TrueFi cryptocurrency | |||
| BTT.X | 0.000001 | N/A | +0.62% |
| BitTorrent [New] cryptocurrency | |||
| CHESS.X | 0.064673 | 0.000087 | +0.14% |
| Tranchess cryptocurrency | |||
| SXP.X | 0.208545 | -0.002666 | -1.26% |
| Solar cryptocurrency | |||
| ANY.X | 2.925532 | -0.041573 | -1.40% |
| Anyswap cryptocurrency | |||