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CLBFX vs JCAVX
CLBFX vs JCAVX Comparison
Open Charts CLBFX vs JCAVX
American Funds American Balanced 529F
Price$37.02
Change+$0.22 (+0.60%)
VolumeN/A
Net Assets252.56B
JHFunds2 Capital Appreciation Value NAV
Price$9.74
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets1.2B
CLBFX vs JCAVX Comparison Chart in %
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CLBFX vs. JCAVX commentary
Jul 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 CLBFX is a Buy and JCAVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. JCAVX (1.2B). JCAVX pays higher dividends than CLBFX: JCAVX (2.17) vs CLBFX (1.99). CLBFX was incepted earlier than JCAVX: CLBFX (23 years) vs JCAVX (15 years). JCAVX (0.88) is less costly to investors than CLBFX (0.67). JCAVX is a more actively managed with annual turnover of: 74.00 vs. CLBFX (44.00). 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 : 8.32 vs. JCAVX (-0.47). CLBFX return over 5 years is better than : 42.39 vs. JCAVX (-9.44).
| CLBFX | JCAVX | CLBFX / JCAVX | |
| Total Expense Ratio | 0.67 | 0.87 | 77% |
| Annual Report Gross Expense Ratio | 0.67 | 0.88 | 76% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 8.964 | 7.769 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.2B | 21,136% |
| Annual Yield % from dividends | 1.99 | 2.17 | 92% |
| Returns for 1 year | 8.32 | -0.47 | -1,759% |
| Returns for 3 years | 35.82 | 10.02 | 357% |
| Returns for 5 years | 42.39 | -9.44 | -449% |
| Returns for 10 years | 81.37 | -4.58 | -1,778% |
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