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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
JHFunds2 Capital Appreciation Value NAV
Price$10.06
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets1.16B
BALFX vs JCAVX Comparison Chart in %
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BALFX vs. JCAVX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. JCAVX (1.16B). JCAVX pays higher dividends than BALFX: JCAVX (2.09) vs BALFX (1.72). 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 : 9.95 vs. JCAVX (0.69). BALFX return over 5 years is better than : 42.29 vs. JCAVX (-9.51).
| 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 | 14.398 | 11.765 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.16B | 22,892% |
| Annual Yield % from dividends | 1.72 | 2.09 | 82% |
| Returns for 1 year | 9.95 | 0.69 | 1,433% |
| Returns for 3 years | 51.00 | 20.94 | 244% |
| Returns for 5 years | 42.29 | -9.51 | -445% |
| Returns for 10 years | 76.38 | -0.46 | -16,485% |
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