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CLBFX vs JCAVX
CLBFX vs JCAVX Comparison
Open Charts CLBFX vs JCAVX
American Funds American Balanced 529F
Price$34.76
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
JHFunds2 Capital Appreciation Value NAV
Price$9.19
Change-$0.09 (-0.97%)
VolumeN/A
Net Assets1.17B
CLBFX vs JCAVX Comparison Chart
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CLBFX vs. JCAVX commentary
May 22, 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: 240B vs. JCAVX (1.17B). JCAVX pays higher dividends than CLBFX: JCAVX (2.29) vs CLBFX (2.15). 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 : 4.45 vs. JCAVX (-2.74). CLBFX return over 5 years is better than : 40.89 vs. JCAVX (-7.07).
| 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 | 1.962 | 2.997 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 1.17B | 20,495% |
| Annual Yield % from dividends | 2.15 | 2.29 | 94% |
| Returns for 1 year | 4.45 | -2.74 | -163% |
| Returns for 3 years | 25.32 | 7.44 | 340% |
| Returns for 5 years | 40.89 | -7.07 | -579% |
| Returns for 10 years | 67.61 | -9.03 | -749% |
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