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AMBFX vs JCAVX
AMBFX vs JCAVX Comparison
Open Charts AMBFX vs JCAVX
American Funds American Balanced F2
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHFunds2 Capital Appreciation Value NAV
Price$9.36
Change-$0.08 (-0.85%)
VolumeN/A
Net Assets1.18B
AMBFX vs JCAVX Comparison Chart
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AMBFX 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 AMBFX is a Buy and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 244B vs. JCAVX (1.18B). JCAVX (2.24) and AMBFX (2.13) have matching dividends . AMBFX was incepted earlier than JCAVX: AMBFX (17 years) vs JCAVX (14 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 : 5.53 vs. JCAVX (-1.90). AMBFX return over 5 years is better than : 39.71 vs. JCAVX (-8.21).
| 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 | 14 years | - |
| Gain YTD | 4.541 | 3.885 | 117% |
| Front Load | N/A | 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 | 2.13 | 2.24 | 95% |
| Returns for 1 year | 5.53 | -1.90 | -291% |
| Returns for 3 years | 33.47 | 12.41 | 270% |
| Returns for 5 years | 39.71 | -8.21 | -484% |
| Returns for 10 years | 59.88 | -7.56 | -792% |
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