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CLBFX vs JCAVX
CLBFX vs JCAVX Comparison
Open Charts CLBFX vs JCAVX
American Funds American Balanced 529F
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
CapitalizationN/A
JHFunds2 Capital Appreciation Value NAV
Price$10.52
Change+$0.04 (+0.38%)
VolumeN/A
CapitalizationN/A
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CLBFX vs JCAVX Comparison Chart
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CLBFX vs. JCAVX commentary
Nov 10, 2024
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 StrongBuy and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. JCAVX (1.18B). CLBFX pays higher dividends than JCAVX: CLBFX (2.39) vs JCAVX (2.19). CLBFX was incepted earlier than JCAVX: CLBFX (22 years) vs JCAVX (14 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (88.00). 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 : 27.10 vs. JCAVX (22.06). CLBFX return over 5 years is better than : 43.08 vs. JCAVX (-5.16).
| CLBFX | JCAVX | CLBFX / JCAVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 16.764 | 14.722 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 1.18B | 20,406% |
| Annual Yield % from dividends | 2.39 | 2.19 | 109% |
| Returns for 1 year | 27.10 | 22.06 | 123% |
| Returns for 3 years | 14.80 | -14.59 | -101% |
| Returns for 5 years | 43.08 | -5.16 | -835% |
| Returns for 10 years | 71.30 | -4.88 | -1,462% |
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