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CLBCX vs JCAVX
CLBCX vs JCAVX Comparison
Open Charts CLBCX vs JCAVX
American Funds American Balanced 529C
Price$35.36
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
JHFunds2 Capital Appreciation Value NAV
Price$9.30
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets1.13B
CLBCX vs JCAVX Comparison Chart
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CLBCX vs. JCAVX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. JCAVX (1.13B). 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 : 11.23 vs. JCAVX (2.85). CLBCX return over 5 years is better than : 30.56 vs. JCAVX (-11.43).
| 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 | 3.030 | 2.775 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 1.13B | 21,384% |
| Annual Yield % from dividends | 1.52 | 2.19 | 69% |
| Returns for 1 year | 11.23 | 2.85 | 394% |
| Returns for 3 years | 13.59 | -2.17 | -627% |
| Returns for 5 years | 30.56 | -11.43 | -267% |
| Returns for 10 years | 58.40 | -4.92 | -1,187% |
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