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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
JHFunds2 Capital Appreciation Value NAV
Price$8.85
Change-$0.20 (-2.21%)
VolumeN/A
Net Assets1.1B
BALFX vs JCAVX Comparison Chart
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BALFX vs. JCAVX commentary
Apr 04, 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 BALFX is a Buy and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. JCAVX (1.1B). JCAVX pays higher dividends than BALFX: JCAVX (2.30) vs BALFX (1.95). BALFX was incepted earlier than JCAVX: BALFX (24 years) vs JCAVX (14 years). JCAVX (0.88) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (74.00). JCAVX has a lower initial minimum investment than BALFX: JCAVX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 1.33 vs. JCAVX (-3.36). BALFX return over 5 years is better than : 45.99 vs. JCAVX (5.75).
| BALFX | JCAVX | BALFX / JCAVX | |
| Total Expense Ratio | 0.62 | 0.87 | 71% |
| Annual Report Gross Expense Ratio | 0.62 | 0.88 | 70% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -2.155 | 0.444 | -485% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.1B | 21,286% |
| Annual Yield % from dividends | 1.95 | 2.30 | 85% |
| Returns for 1 year | 1.33 | -3.36 | -39% |
| Returns for 3 years | 9.14 | -5.79 | -158% |
| Returns for 5 years | 45.99 | 5.75 | 800% |
| Returns for 10 years | 47.77 | -10.40 | -459% |