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CLBCX vs JCAVX
CLBCX vs JCAVX Comparison
Open Charts CLBCX vs JCAVX
American Funds American Balanced 529C
Price$37.11
Change+$0.21 (+0.57%)
VolumeN/A
Net Assets252.56B
JHFunds2 Capital Appreciation Value NAV
Price$9.74
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets1.2B
CLBCX vs JCAVX Comparison Chart in %
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CLBCX vs. JCAVX commentary
Jul 25, 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 CLBCX is a Buy and JCAVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 253B vs. JCAVX (1.2B). JCAVX pays higher dividends than CLBCX: JCAVX (2.17) vs CLBCX (1.13). CLBCX was incepted earlier than JCAVX: CLBCX (23 years) vs JCAVX (15 years). CLBCX (1.35) is less costly to investors than JCAVX (0.88). JCAVX is a more actively managed with annual turnover of: 74.00 vs. CLBCX (44.00). 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 : 7.37 vs. JCAVX (-0.47). CLBCX return over 5 years is better than : 36.02 vs. JCAVX (-9.44).
| CLBCX | JCAVX | CLBCX / JCAVX | |
| Total Expense Ratio | 1.35 | 0.87 | 155% |
| Annual Report Gross Expense Ratio | 1.35 | 0.88 | 153% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 8.390 | 7.769 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.2B | 21,136% |
| Annual Yield % from dividends | 1.13 | 2.17 | 52% |
| Returns for 1 year | 7.37 | -0.47 | -1,558% |
| Returns for 3 years | 32.14 | 10.02 | 321% |
| Returns for 5 years | 36.02 | -9.44 | -381% |
| Returns for 10 years | 64.93 | -4.58 | -1,419% |
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