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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
JHFunds2 Capital Appreciation Value NAV
Price$9.95
Change-$0.05 (-0.50%)
VolumeN/A
Net Assets1.13B
BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. JCAVX (1.13B). JCAVX pays higher dividends than BALCX: JCAVX (2.07) vs BALCX (1.10). 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 : 8.00 vs. JCAVX (-1.26). BALCX return over 5 years is better than : 33.87 vs. JCAVX (-14.25).
| 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 | 13.040 | 10.988 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 1.13B | 23,342% |
| Annual Yield % from dividends | 1.10 | 2.07 | 53% |
| Returns for 1 year | 8.00 | -1.26 | -635% |
| Returns for 3 years | 37.81 | 14.04 | 269% |
| Returns for 5 years | 33.87 | -14.25 | -238% |
| Returns for 10 years | 63.16 | -3.79 | -1,667% |