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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
JHFunds2 Capital Appreciation Value NAV
Price$9.94
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets1.12B
BALFX vs JCAVX Comparison Chart in %
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BALFX vs. JCAVX commentary
Nov 20, 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 Hold and JCAVX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. JCAVX (1.12B). JCAVX pays higher dividends than BALFX: JCAVX (2.07) vs BALFX (1.70). BALFX was incepted earlier than JCAVX: BALFX (25 years) vs JCAVX (15 years). JCAVX (0.88) is less costly to investors than BALFX (0.61). JCAVX is a more actively managed with annual turnover of: 74.00 vs. BALFX (44.00). 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 : 8.95 vs. JCAVX (-1.94). BALFX return over 5 years is better than : 38.60 vs. JCAVX (-14.41).
| BALFX | JCAVX | BALFX / JCAVX | |
| Total Expense Ratio | 0.61 | 0.87 | 70% |
| Annual Report Gross Expense Ratio | 0.61 | 0.88 | 69% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 14.015 | 10.433 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.12B | 23,440% |
| Annual Yield % from dividends | 1.70 | 2.07 | 82% |
| Returns for 1 year | 8.95 | -1.94 | -461% |
| Returns for 3 years | 40.90 | 13.47 | 304% |
| Returns for 5 years | 38.60 | -14.41 | -268% |
| Returns for 10 years | 70.89 | -4.27 | -1,660% |