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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
JHFunds2 Capital Appreciation Value NAV
Price$10.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALCX vs JCAVX Comparison Chart
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BALCX vs. JCAVX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. JCAVX (1.18B). 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 : 23.86 vs. JCAVX (20.84). BALCX return over 5 years is better than : 33.79 vs. JCAVX (-5.80).
| 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 | 15.029 | 14.613 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 1.18B | 20,374% |
| Annual Yield % from dividends | 1.59 | 2.19 | 72% |
| Returns for 1 year | 23.86 | 20.84 | 114% |
| Returns for 3 years | 10.30 | -14.54 | -71% |
| Returns for 5 years | 33.79 | -5.80 | -582% |
| Returns for 10 years | 47.46 | -4.89 | -970% |