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BALCX vs JCAVX
BALCX vs JCAVX Comparison
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BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Sep 16, 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 Buy and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 285B vs. JCAVX (1.31B). JCAVX pays higher dividends than BALCX: JCAVX (1.72) vs BALCX (1.14). BALCX was incepted earlier than JCAVX: BALCX (26 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 : 5.58 vs. JCAVX (-3.83). BALCX return over 5 years is better than : 26.31 vs. JCAVX (-18.80).
| BALCX | JCAVX | BALCX / JCAVX | |
| Total Expense Ratio | 1.30 | 0.87 | 149% |
| Annual Report Gross Expense Ratio | 1.30 | 0.88 | 148% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 7.501 | 7.135 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.31B | 21,689% |
| Annual Yield % from dividends | 1.14 | 1.72 | 67% |
| Returns for 1 year | 5.58 | -3.83 | -146% |
| Returns for 3 years | 37.95 | 9.80 | 387% |
| Returns for 5 years | 26.31 | -18.80 | -140% |
| Returns for 10 years | 74.25 | -3.28 | -2,265% |
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