BALCX
Price
$36.83
Change
+$0.22 (+0.60%)
Updated
Jul 23 closing price
Net Assets
252.56B
JCAVX
Price
$9.74
Change
+$0.03 (+0.31%)
Updated
Jul 23 closing price
Net Assets
1.2B
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BALCX vs JCAVX

Header iconBALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVXBanner chart's image
American Funds American Balanced C
Price$36.83
Change+$0.22 (+0.60%)
VolumeN/A
Net Assets252.56B
JHFunds2 Capital Appreciation Value NAV
Price$9.74
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets1.2B
BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Jul 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 Hold.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 253B vs. JCAVX (1.2B). JCAVX pays higher dividends than BALCX: JCAVX (2.17) vs BALCX (1.19). BALCX was incepted earlier than JCAVX: BALCX (24 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 : 7.39 vs. JCAVX (-0.47). BALCX return over 5 years is better than : 35.24 vs. JCAVX (-9.44).
BALCXJCAVXBALCX / JCAVX
Total Expense Ratio1.310.87151%
Annual Report Gross Expense Ratio1.310.88149%
Fund Existence24 years15 years-
Gain YTD8.4507.769109%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets253B1.2B21,136%
Annual Yield % from dividends1.192.1755%
Returns for 1 year7.39-0.47-1,563%
Returns for 3 years31.6110.02315%
Returns for 5 years35.24-9.44-373%
Returns for 10 years58.38-4.58-1,276%
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