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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JHFunds2 Capital Appreciation Value NAV
Price$8.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.13B
BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Dec 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 BALCX is a StrongBuy and JCAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. JCAVX (1.13B). JCAVX pays higher dividends than BALCX: JCAVX (2.06) vs BALCX (1.08). BALCX was incepted earlier than JCAVX: BALCX (25 years) vs JCAVX (15 years). BALCX (1.31) is less costly to investors than JCAVX (0.88). JCAVX is a more actively managed with annual turnover of: 117.00 vs. BALCX (44.00). JCAVX has a lower initial minimum investment than BALCX: JCAVX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 8.47 vs. JCAVX (-4.38). BALCX return over 5 years is better than : 30.89 vs. JCAVX (-13.51).
| BALCX | JCAVX | BALCX / JCAVX | |
| Total Expense Ratio | 1.31 | 0.87 | 151% |
| Annual Report Gross Expense Ratio | 1.31 | 0.88 | 149% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 10.092 | -3.108 | -325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.13B | 23,721% |
| Annual Yield % from dividends | 1.08 | 2.06 | 53% |
| Returns for 1 year | 8.47 | -4.38 | -193% |
| Returns for 3 years | 35.24 | 13.81 | 255% |
| Returns for 5 years | 30.89 | -13.51 | -229% |
| Returns for 10 years | 65.54 | -5.79 | -1,132% |
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