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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$36.12
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets247.64B
JHFunds2 Capital Appreciation Value NAV
Price$9.53
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets1.19B
BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Jun 27, 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: 248B vs. JCAVX (1.19B). JCAVX pays higher dividends than BALCX: JCAVX (2.24) vs BALCX (1.24). BALCX was incepted earlier than JCAVX: BALCX (24 years) vs JCAVX (14 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 : 6.55 vs. JCAVX (-1.05). BALCX return over 5 years is better than : 38.33 vs. JCAVX (-5.59).
| BALCX | JCAVX | BALCX / JCAVX | |
| Total Expense Ratio | 1.31 | 0.87 | 151% |
| Annual Report Gross Expense Ratio | 1.31 | 0.88 | 149% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 6.359 | 5.216 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 1.19B | 20,788% |
| Annual Yield % from dividends | 1.24 | 2.24 | 56% |
| Returns for 1 year | 6.55 | -1.05 | -626% |
| Returns for 3 years | 30.15 | 10.00 | 302% |
| Returns for 5 years | 38.33 | -5.59 | -686% |
| Returns for 10 years | 56.79 | -5.83 | -975% |
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