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CLBCX vs JCAVX
CLBCX vs JCAVX Comparison
Open Charts CLBCX vs JCAVX
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
JHFunds2 Capital Appreciation Value NAV
Price$8.91
Change+$0.12 (+1.37%)
VolumeN/A
Net Assets1.09B
CLBCX vs JCAVX Comparison Chart
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CLBCX vs. JCAVX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 227B vs. JCAVX (1.09B). 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 : 0.88 vs. JCAVX (-4.85). CLBCX return over 5 years is better than : 29.36 vs. JCAVX (-8.51).
| 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 | -4.049 | -2.442 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 1.09B | 20,845% |
| Annual Yield % from dividends | 1.22 | 2.30 | 53% |
| Returns for 1 year | 0.88 | -4.85 | -18% |
| Returns for 3 years | 10.63 | -4.08 | -261% |
| Returns for 5 years | 29.36 | -8.51 | -345% |
| Returns for 10 years | 43.49 | -12.75 | -341% |
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