CLBFX
Price
$35.28
Change
+$0.24 (+0.68%)
Updated
Jan 30 closing price
Net Assets
241.03B
JCAVX
Price
$9.30
Change
+$0.04 (+0.43%)
Updated
Jan 30 closing price
Net Assets
1.13B
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CLBFX vs JCAVX

Header iconCLBFX vs JCAVX Comparison
Open Charts CLBFX vs JCAVXBanner chart's image
American Funds American Balanced 529F
Price$35.28
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
CLBFX vs JCAVX Comparison Chart
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CLBFX 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 CLBFX is a Buy and JCAVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. JCAVX (1.13B). 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 : 12.27 vs. JCAVX (2.85). CLBFX return over 5 years is better than : 36.74 vs. JCAVX (-11.43).
CLBFXJCAVXCLBFX / JCAVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years14 years-
Gain YTD3.1282.775113%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets241B1.13B21,384%
Annual Yield % from dividends2.392.19109%
Returns for 1 year12.272.85430%
Returns for 3 years16.76-2.17-773%
Returns for 5 years36.74-11.43-321%
Returns for 10 years74.28-4.92-1,510%
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