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AMBFX vs JCAVX
AMBFX vs JCAVX Comparison
Open Charts AMBFX vs JCAVX
American Funds American Balanced F2
Price$37.18
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHFunds2 Capital Appreciation Value NAV
Price$9.82
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets1.2B
AMBFX vs JCAVX Comparison Chart in %
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AMBFX vs. JCAVX commentary
Jul 28, 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 AMBFX is a Buy and JCAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 254B vs. JCAVX (1.2B). JCAVX pays higher dividends than AMBFX: JCAVX (2.17) vs AMBFX (2.05). AMBFX was incepted earlier than JCAVX: AMBFX (17 years) vs JCAVX (15 years). JCAVX (0.88) is less costly to investors than AMBFX (0.35). JCAVX is a more actively managed with annual turnover of: 74.00 vs. AMBFX (44.00). JCAVX has a lower initial minimum investment than AMBFX: JCAVX (0) vs AMBFX (250). AMBFX annual gain was more profitable for investors over the last year : 10.53 vs. JCAVX (1.98). AMBFX return over 5 years is better than : 41.01 vs. JCAVX (-8.42).
| AMBFX | JCAVX | AMBFX / JCAVX | |
| Total Expense Ratio | 0.35 | 0.87 | 40% |
| Annual Report Gross Expense Ratio | 0.35 | 0.88 | 40% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 9.150 | 8.990 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.2B | 21,114% |
| Annual Yield % from dividends | 2.05 | 2.17 | 94% |
| Returns for 1 year | 10.53 | 1.98 | 531% |
| Returns for 3 years | 35.56 | 12.23 | 291% |
| Returns for 5 years | 41.01 | -8.42 | -487% |
| Returns for 10 years | 67.47 | -3.97 | -1,699% |
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