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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JHFunds2 Capital Appreciation Value NAV
Price$8.91
Change+$0.12 (+1.37%)
VolumeN/A
Net Assets1.09B
BALFX vs JCAVX Comparison Chart
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BALFX vs. JCAVX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 227B vs. JCAVX (1.09B). 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 : 1.62 vs. JCAVX (-4.85). BALFX return over 5 years is better than : 32.51 vs. JCAVX (-8.51).
| 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 | -3.792 | -2.442 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 1.09B | 20,845% |
| Annual Yield % from dividends | 1.95 | 2.30 | 85% |
| Returns for 1 year | 1.62 | -4.85 | -34% |
| Returns for 3 years | 11.97 | -4.08 | -293% |
| Returns for 5 years | 32.51 | -8.51 | -382% |
| Returns for 10 years | 43.23 | -12.75 | -339% |
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