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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$35.86
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
JHFunds2 Capital Appreciation Value NAV
Price$10.26
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
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BALCX vs JCAVX Comparison Chart
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BALCX vs. JCAVX commentary
Sep 21, 2024
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 StrongBuy and JCAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. JCAVX (1.17B). 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 : 20.11 vs. JCAVX (15.25). BALCX return over 5 years is better than : 33.56 vs. JCAVX (-7.31).
| 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 | 12.182 | 10.905 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.17B | 20,119% |
| Annual Yield % from dividends | 1.59 | 2.19 | 72% |
| Returns for 1 year | 20.11 | 15.25 | 132% |
| Returns for 3 years | 10.58 | -14.52 | -73% |
| Returns for 5 years | 33.56 | -7.31 | -459% |
| Returns for 10 years | 44.93 | -5.73 | -784% |
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