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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
Sep 16, 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 Buy and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. JCAVX (1.31B). BALFX (1.76) and JCAVX (1.72) have matching dividends . BALFX was incepted earlier than JCAVX: BALFX (26 years) vs JCAVX (16 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 : 6.18 vs. JCAVX (-3.83). BALFX return over 5 years is better than : 29.91 vs. JCAVX (-18.80).
| BALFX | JCAVX | BALFX / JCAVX | |
| Total Expense Ratio | 0.61 | 0.87 | 70% |
| Annual Report Gross Expense Ratio | 0.61 | 0.88 | 69% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 7.809 | 7.135 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.31B | 21,689% |
| Annual Yield % from dividends | 1.76 | 1.72 | 102% |
| Returns for 1 year | 6.18 | -3.83 | -161% |
| Returns for 3 years | 40.69 | 9.80 | 415% |
| Returns for 5 years | 29.91 | -18.80 | -159% |
| Returns for 10 years | 82.80 | -3.28 | -2,526% |
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