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CLBFX vs JCAVX
CLBFX vs JCAVX Comparison
Open Charts CLBFX vs JCAVX
American Funds American Balanced 529F
Price$32.01
Change-$0.14 (-0.44%)
VolumeN/A
Net Assets220.57B
JHFunds2 Capital Appreciation Value NAV
Price$8.52
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets1.04B
CLBFX vs JCAVX Comparison Chart
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CLBFX vs. JCAVX commentary
Apr 08, 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 CLBFX is a Hold and JCAVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 221B vs. JCAVX (1.04B). JCAVX pays higher dividends than CLBFX: JCAVX (2.30) vs CLBFX (2.14). CLBFX was incepted earlier than JCAVX: CLBFX (23 years) vs JCAVX (14 years). JCAVX (0.88) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (74.00). JCAVX has a lower initial minimum investment than CLBFX: JCAVX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : -1.48 vs. JCAVX (-8.13). CLBFX return over 5 years is better than : 43.85 vs. JCAVX (-0.09).
| CLBFX | JCAVX | CLBFX / JCAVX | |
| Total Expense Ratio | 0.68 | 0.87 | 78% |
| Annual Report Gross Expense Ratio | 0.68 | 0.88 | 77% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -5.694 | -5.105 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 1.04B | 21,189% |
| Annual Yield % from dividends | 2.14 | 2.30 | 93% |
| Returns for 1 year | -1.48 | -8.13 | 18% |
| Returns for 3 years | 7.86 | -10.38 | -76% |
| Returns for 5 years | 43.85 | -0.09 | -48,116% |
| Returns for 10 years | 56.96 | -15.21 | -375% |
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