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CLBFX vs JCAVX
CLBFX vs JCAVX Comparison
Open Charts CLBFX vs JCAVX
American Funds American Balanced 529F
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
JHFunds2 Capital Appreciation Value NAV
Price$9.53
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets1.19B
CLBFX vs JCAVX Comparison Chart in %
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CLBFX vs. JCAVX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 248B vs. JCAVX (1.19B). JCAVX pays higher dividends than CLBFX: JCAVX (2.24) vs CLBFX (2.07). CLBFX was incepted earlier than JCAVX: CLBFX (23 years) vs JCAVX (14 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 : 7.54 vs. JCAVX (-1.05). CLBFX return over 5 years is better than : 45.76 vs. JCAVX (-5.59).
| 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 | 14 years | - |
| Gain YTD | 6.815 | 5.216 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 1.19B | 20,788% |
| Annual Yield % from dividends | 2.07 | 2.24 | 93% |
| Returns for 1 year | 7.54 | -1.05 | -721% |
| Returns for 3 years | 34.34 | 10.00 | 343% |
| Returns for 5 years | 45.76 | -5.59 | -819% |
| Returns for 10 years | 79.61 | -5.83 | -1,366% |
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