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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$37.11
Change+$0.21 (+0.57%)
VolumeN/A
Net Assets252.56B
JHFunds2 Capital Appreciation Value NAV
Price$9.74
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets1.2B
BALFX vs JCAVX Comparison Chart in %
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BALFX vs. JCAVX commentary
Jul 25, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 253B vs. JCAVX (1.2B). JCAVX pays higher dividends than BALFX: JCAVX (2.17) vs BALFX (1.81). BALFX was incepted earlier than JCAVX: BALFX (24 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 : 8.12 vs. JCAVX (-0.47). BALFX return over 5 years is better than : 39.25 vs. JCAVX (-9.44).
| BALFX | JCAVX | BALFX / JCAVX | |
| Total Expense Ratio | 0.61 | 0.87 | 70% |
| Annual Report Gross Expense Ratio | 0.61 | 0.88 | 69% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 8.837 | 7.769 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.2B | 21,136% |
| Annual Yield % from dividends | 1.81 | 2.17 | 83% |
| Returns for 1 year | 8.12 | -0.47 | -1,718% |
| Returns for 3 years | 34.03 | 10.02 | 339% |
| Returns for 5 years | 39.25 | -9.44 | -416% |
| Returns for 10 years | 65.17 | -4.58 | -1,424% |
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