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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$36.39
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
JHFunds2 Capital Appreciation Value NAV
Price$9.53
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets1.19B
BALFX vs JCAVX Comparison Chart in %
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BALFX vs. JCAVX commentary
Jun 27, 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: 248B vs. JCAVX (1.19B). JCAVX pays higher dividends than BALFX: JCAVX (2.24) vs BALFX (1.88). BALFX was incepted earlier than JCAVX: BALFX (24 years) vs JCAVX (14 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 : 7.34 vs. JCAVX (-1.05). BALFX return over 5 years is better than : 42.58 vs. JCAVX (-5.59).
| 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 | 14 years | - |
| Gain YTD | 6.726 | 5.216 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 1.19B | 20,788% |
| Annual Yield % from dividends | 1.88 | 2.24 | 84% |
| Returns for 1 year | 7.34 | -1.05 | -702% |
| Returns for 3 years | 32.61 | 10.00 | 326% |
| Returns for 5 years | 42.58 | -5.59 | -762% |
| Returns for 10 years | 63.55 | -5.83 | -1,091% |
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