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ABALX vs JCAVX
ABALX vs JCAVX Comparison
Open Charts ABALX vs JCAVX
American Funds American Balanced A
Price$35.64
Change-$0.32 (-0.89%)
VolumeN/A
Net Assets244.39B
JHFunds2 Capital Appreciation Value NAV
Price$9.36
Change-$0.08 (-0.85%)
VolumeN/A
Net Assets1.18B
ABALX vs JCAVX Comparison Chart
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ABALX vs. JCAVX commentary
Jun 15, 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 ABALX is a Buy and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 244B vs. JCAVX (1.18B). JCAVX pays higher dividends than ABALX: JCAVX (2.24) vs ABALX (1.94). ABALX was incepted earlier than JCAVX: ABALX (50 years) vs JCAVX (14 years). JCAVX (0.88) is less costly to investors than ABALX (0.56). JCAVX is a more actively managed with annual turnover of: 74.00 vs. ABALX (44.00). JCAVX has a lower initial minimum investment than ABALX: JCAVX (0) vs ABALX (250). ABALX annual gain was more profitable for investors over the last year : 5.32 vs. JCAVX (-1.90). ABALX return over 5 years is better than : 38.50 vs. JCAVX (-8.21).
| ABALX | JCAVX | ABALX / JCAVX | |
| Total Expense Ratio | 0.56 | 0.87 | 64% |
| Annual Report Gross Expense Ratio | 0.56 | 0.88 | 64% |
| Fund Existence | 50 years | 14 years | - |
| Gain YTD | 4.436 | 3.885 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.18B | 20,660% |
| Annual Yield % from dividends | 1.94 | 2.24 | 87% |
| Returns for 1 year | 5.32 | -1.90 | -280% |
| Returns for 3 years | 32.72 | 12.41 | 264% |
| Returns for 5 years | 38.50 | -8.21 | -469% |
| Returns for 10 years | 58.12 | -7.56 | -769% |
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