Ad is loading...
BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
JHFunds2 Capital Appreciation Value NAV
Price$8.85
Change-$0.20 (-2.21%)
VolumeN/A
Net Assets1.1B
BALCX vs JCAVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JCAVX commentary
Apr 04, 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: 235B vs. JCAVX (1.1B). 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 : 0.58 vs. JCAVX (-3.36). BALCX return over 5 years is better than : 41.73 vs. JCAVX (5.75).
| 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 | -2.337 | 0.444 | -526% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.1B | 21,286% |
| Annual Yield % from dividends | 1.28 | 2.30 | 56% |
| Returns for 1 year | 0.58 | -3.36 | -17% |
| Returns for 3 years | 7.28 | -5.79 | -126% |
| Returns for 5 years | 41.73 | 5.75 | 726% |
| Returns for 10 years | 41.88 | -10.40 | -403% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NBH | 10.52 | 0.04 | +0.38% |
| Neuberger Berman Municipal Fund | |||
| DWMF | 29.26 | N/A | +0.01% |
| WisdomTree International Mltfctr | |||
| PTA | 19.52 | -0.24 | -1.21% |
| Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund | |||
| IWR | 81.68 | -4.77 | -5.52% |
| iShares Russell Mid-Cap ETF | |||
| BKCH | 32.75 | -3.43 | -9.48% |
| Global X Blockchain ETF | |||