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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$36.59
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
JHFunds2 Capital Appreciation Value NAV
Price$10.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALFX vs JCAVX Comparison Chart
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BALFX vs. JCAVX commentary
Nov 14, 2024
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 StrongBuy and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. JCAVX (1.18B). BALFX (2.21) and JCAVX (2.19) have matching dividends . BALFX was incepted earlier than JCAVX: BALFX (24 years) vs JCAVX (14 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (88.00). 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 : 24.72 vs. JCAVX (20.84). BALFX return over 5 years is better than : 37.64 vs. JCAVX (-5.80).
| BALFX | JCAVX | BALFX / JCAVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 15.702 | 14.613 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 1.18B | 20,374% |
| Annual Yield % from dividends | 2.21 | 2.19 | 101% |
| Returns for 1 year | 24.72 | 20.84 | 119% |
| Returns for 3 years | 12.01 | -14.54 | -83% |
| Returns for 5 years | 37.64 | -5.80 | -649% |
| Returns for 10 years | 53.23 | -4.89 | -1,088% |