Interact to see
Advertisement
Advertisement
BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
BALFX vs JCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. JCAVX commentary
Jun 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. JCAVX (1.39B). BALFX (1.75) and JCAVX (1.75) have matching dividends . 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: 117.00 vs. BALFX (50.00). 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 : 14.82 vs. JCAVX (-1.64). BALFX return over 5 years is better than : 33.97 vs. JCAVX (-17.70).
| 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 | 8.238 | 3.913 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.39B | 20,690% |
| Annual Yield % from dividends | 1.75 | 1.75 | 100% |
| Returns for 1 year | 14.82 | -1.64 | -906% |
| Returns for 3 years | 42.73 | 9.15 | 467% |
| Returns for 5 years | 33.97 | -17.70 | -192% |
| Returns for 10 years | 87.44 | -3.07 | -2,850% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VGSLX | 136.89 | N/A | N/A |
| Vanguard Real Estate Index Admiral | |||
| FWTFX | 43.37 | N/A | N/A |
| Fidelity Advisor Worldwide M | |||
| MXERX | 6.83 | N/A | N/A |
| Empower S&P SmallCap 600® Index Instl | |||
| PDAIX | 13.64 | N/A | N/A |
| PineBridge Dynamic Asset Allc Instl | |||
| ADCVX | 21.89 | -0.35 | -1.57% |
| American Century Disciplined Growth A | |||