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CLBCX vs JCAVX
CLBCX vs JCAVX Comparison
Open Charts CLBCX vs JCAVX
American Funds American Balanced 529C
Price$36.40
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
JHFunds2 Capital Appreciation Value NAV
Price$9.53
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets1.19B
CLBCX vs JCAVX Comparison Chart in %
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CLBCX vs. JCAVX commentary
Jun 27, 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: 248B vs. JCAVX (1.19B). JCAVX pays higher dividends than CLBCX: JCAVX (2.24) vs CLBCX (1.18). CLBCX was incepted earlier than JCAVX: CLBCX (23 years) vs JCAVX (14 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 : 6.56 vs. JCAVX (-1.05). CLBCX return over 5 years is better than : 39.16 vs. JCAVX (-5.59).
| 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 | 14 years | - |
| Gain YTD | 6.316 | 5.216 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 1.19B | 20,788% |
| Annual Yield % from dividends | 1.18 | 2.24 | 53% |
| Returns for 1 year | 6.56 | -1.05 | -628% |
| Returns for 3 years | 30.69 | 10.00 | 307% |
| Returns for 5 years | 39.16 | -5.59 | -701% |
| Returns for 10 years | 63.30 | -5.83 | -1,086% |
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