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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Jul 21, 2026
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: 288B vs. JCAVX (1.33B). JCAVX pays higher dividends than BALCX: JCAVX (1.76) vs BALCX (1.14). BALCX was incepted earlier than JCAVX: BALCX (25 years) vs JCAVX (16 years). BALCX (1.30) is less costly to investors than JCAVX (0.88). JCAVX is a more actively managed with annual turnover of: 117.00 vs. BALCX (50.00). 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 : 10.37 vs. JCAVX (-3.73). BALCX return over 5 years is better than : 28.64 vs. JCAVX (-18.19).
| BALCX | JCAVX | BALCX / JCAVX | |
| Total Expense Ratio | 1.30 | 0.87 | 149% |
| Annual Report Gross Expense Ratio | 1.30 | 0.88 | 148% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 7.447 | 5.178 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.33B | 21,670% |
| Annual Yield % from dividends | 1.14 | 1.76 | 65% |
| Returns for 1 year | 10.37 | -3.73 | -278% |
| Returns for 3 years | 35.28 | 6.62 | 533% |
| Returns for 5 years | 28.64 | -18.19 | -157% |
| Returns for 10 years | 71.35 | -5.78 | -1,234% |
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