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CLBCX vs JCAVX
CLBCX vs JCAVX Comparison
Open Charts CLBCX vs JCAVX
American Funds American Balanced 529C
Price$34.35
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
JHFunds2 Capital Appreciation Value NAV
Price$9.05
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets1.1B
CLBCX vs JCAVX Comparison Chart
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CLBCX vs. JCAVX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 234B vs. JCAVX (1.1B). JCAVX pays higher dividends than CLBCX: JCAVX (2.30) vs CLBCX (1.22). CLBCX was incepted earlier than JCAVX: CLBCX (23 years) vs JCAVX (14 years). CLBCX (1.37) is less costly to investors than JCAVX (0.88). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (74.00). 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 : 3.51 vs. JCAVX (-3.69). CLBCX return over 5 years is better than : 46.30 vs. JCAVX (5.28).
| CLBCX | JCAVX | CLBCX / JCAVX | |
| Total Expense Ratio | 1.37 | 0.87 | 157% |
| Annual Report Gross Expense Ratio | 1.37 | 0.88 | 156% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 0.211 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.1B | 21,292% |
| Annual Yield % from dividends | 1.22 | 2.30 | 53% |
| Returns for 1 year | 3.51 | -3.69 | -95% |
| Returns for 3 years | 11.05 | -5.93 | -186% |
| Returns for 5 years | 46.30 | 5.28 | 876% |
| Returns for 10 years | 52.65 | -10.35 | -509% |
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