AMBFX
Price
$36.85
Change
+$0.18 (+0.49%)
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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AMBFX vs JCAVX

Header iconAMBFX vs JCAVX Comparison
Open Charts AMBFX vs JCAVXBanner chart's image
American Funds American Balanced F2
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHFunds2 Capital Appreciation Value NAV
Price$9.61
Change+$0.05 (+0.52%)
VolumeN/A
Net Assets1.21B
AMBFX vs JCAVX Comparison Chart in %
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AMBFX 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 AMBFX is a Buy and JCAVX is a Buy.

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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 252B vs. JCAVX (1.21B). 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 : 8.11 vs. JCAVX (-0.20). AMBFX return over 5 years is better than : 42.85 vs. JCAVX (-7.10).
AMBFXJCAVXAMBFX / JCAVX
Total Expense Ratio0.350.8740%
Annual Report Gross Expense Ratio0.350.8840%
Fund Existence17 years15 years-
Gain YTD8.1816.659123%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B1.21B20,913%
Annual Yield % from dividends2.052.1794%
Returns for 1 year8.11-0.20-4,096%
Returns for 3 years35.9513.11274%
Returns for 5 years42.85-7.10-603%
Returns for 10 years67.46-5.01-1,346%
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