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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
Jun 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. JCAVX (1.42B). JCAVX pays higher dividends than BALCX: JCAVX (1.75) vs BALCX (1.16). BALCX was incepted earlier than JCAVX: BALCX (25 years) vs JCAVX (15 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 : 16.84 vs. JCAVX (0.86). BALCX return over 5 years is better than : 31.27 vs. JCAVX (-15.55).
| 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 | 15 years | - |
| Gain YTD | 9.372 | 5.639 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 1.42B | 19,662% |
| Annual Yield % from dividends | 1.16 | 1.75 | 66% |
| Returns for 1 year | 16.84 | 0.86 | 1,957% |
| Returns for 3 years | 42.32 | 11.73 | 361% |
| Returns for 5 years | 31.27 | -15.55 | -201% |
| Returns for 10 years | 77.17 | -3.54 | -2,181% |
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