ABALX
Price
$36.88
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
JCAVX
Price
$9.61
Change
+$0.05 (+0.52%)
Updated
Jul 3 closing price
Net Assets
1.21B
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ABALX vs JCAVX

Header iconABALX vs JCAVX Comparison
Open Charts ABALX vs JCAVXBanner chart's image
American Funds American Balanced A
Price$36.88
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JHFunds2 Capital Appreciation Value NAV
Price$9.61
Change+$0.05 (+0.52%)
VolumeN/A
Net Assets1.21B
ABALX vs JCAVX Comparison Chart in %
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ABALX vs. JCAVX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 252B vs. JCAVX (1.21B). JCAVX pays higher dividends than ABALX: JCAVX (2.17) vs ABALX (1.86). ABALX was incepted earlier than JCAVX: ABALX (50 years) vs JCAVX (15 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 : 7.89 vs. JCAVX (-0.20). ABALX return over 5 years is better than : 41.63 vs. JCAVX (-7.10).
ABALXJCAVXABALX / JCAVX
Total Expense Ratio0.560.8764%
Annual Report Gross Expense Ratio0.560.8864%
Fund Existence50 years15 years-
Gain YTD8.0706.659121%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B1.21B20,913%
Annual Yield % from dividends1.862.1786%
Returns for 1 year7.89-0.20-3,985%
Returns for 3 years35.1913.11268%
Returns for 5 years41.63-7.10-586%
Returns for 10 years65.55-5.01-1,308%
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