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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
BALFX vs JCAVX Comparison Chart in %
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BALFX vs. JCAVX commentary
Jun 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 279B vs. JCAVX (1.42B). 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 : 17.70 vs. JCAVX (0.86). BALFX return over 5 years is better than : 35.27 vs. JCAVX (-15.55).
| 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 | 9.673 | 5.639 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 1.42B | 19,662% |
| Annual Yield % from dividends | 1.75 | 1.75 | 100% |
| Returns for 1 year | 17.70 | 0.86 | 2,056% |
| Returns for 3 years | 45.43 | 11.73 | 387% |
| Returns for 5 years | 35.27 | -15.55 | -227% |
| Returns for 10 years | 85.79 | -3.54 | -2,425% |
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