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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHFunds2 Capital Appreciation Value NAV
Price$9.86
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.14B
BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Sep 07, 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: 258B vs. JCAVX (1.14B). JCAVX pays higher dividends than BALCX: JCAVX (2.12) vs BALCX (1.16). 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 : 9.12 vs. JCAVX (0.66). BALCX return over 5 years is better than : 35.50 vs. JCAVX (-9.52).
| 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 | 10.835 | 9.434 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.14B | 22,731% |
| Annual Yield % from dividends | 1.16 | 2.12 | 55% |
| Returns for 1 year | 9.12 | 0.66 | 1,380% |
| Returns for 3 years | 37.20 | 12.68 | 293% |
| Returns for 5 years | 35.50 | -9.52 | -373% |
| Returns for 10 years | 67.85 | -0.98 | -6,940% |
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