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CLBCX vs JCAVX
CLBCX vs JCAVX Comparison
Open Charts CLBCX vs JCAVX
American Funds American Balanced 529C
Price$36.12
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
JHFunds2 Capital Appreciation Value NAV
Price$10.26
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
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CLBCX vs JCAVX Comparison Chart
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CLBCX vs. JCAVX commentary
Sep 21, 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 CLBCX is a StrongBuy and JCAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. JCAVX (1.17B). JCAVX pays higher dividends than CLBCX: JCAVX (2.19) vs CLBCX (1.52). CLBCX was incepted earlier than JCAVX: CLBCX (23 years) vs JCAVX (14 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (88.00). JCAVX has a lower initial minimum investment than CLBCX: JCAVX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 20.03 vs. JCAVX (15.25). CLBCX return over 5 years is better than : 34.92 vs. JCAVX (-7.31).
| CLBCX | JCAVX | CLBCX / JCAVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 12.116 | 10.905 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.17B | 20,119% |
| Annual Yield % from dividends | 1.52 | 2.19 | 69% |
| Returns for 1 year | 20.03 | 15.25 | 131% |
| Returns for 3 years | 11.24 | -14.52 | -77% |
| Returns for 5 years | 34.92 | -7.31 | -478% |
| Returns for 10 years | 51.48 | -5.73 | -899% |
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