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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
JHFunds2 Capital Appreciation Value NAV
Price$9.86
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.14B
BALFX vs JCAVX Comparison Chart in %
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BALFX vs. JCAVX commentary
Sep 07, 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: 258B vs. JCAVX (1.14B). JCAVX pays higher dividends than BALFX: JCAVX (2.12) vs BALFX (1.77). 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 : 9.94 vs. JCAVX (0.66). BALFX return over 5 years is better than : 39.60 vs. JCAVX (-9.52).
| 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 | 11.360 | 9.434 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.14B | 22,731% |
| Annual Yield % from dividends | 1.77 | 2.12 | 83% |
| Returns for 1 year | 9.94 | 0.66 | 1,503% |
| Returns for 3 years | 39.77 | 12.68 | 314% |
| Returns for 5 years | 39.60 | -9.52 | -416% |
| Returns for 10 years | 75.07 | -0.98 | -7,678% |
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