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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
JHFunds2 Capital Appreciation Value NAV
Price$10.04
Change-$0.09 (-0.89%)
VolumeN/A
Net Assets1.15B
BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Nov 14, 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 Buy and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. JCAVX (1.15B). JCAVX pays higher dividends than BALCX: JCAVX (2.07) vs BALCX (1.10). 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: 74.00 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 : 7.94 vs. JCAVX (-1.22). BALCX return over 5 years is better than : 35.35 vs. JCAVX (-13.48).
| 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 | 14.101 | 12.431 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.15B | 23,473% |
| Annual Yield % from dividends | 1.10 | 2.07 | 53% |
| Returns for 1 year | 7.94 | -1.22 | -653% |
| Returns for 3 years | 39.68 | 14.66 | 271% |
| Returns for 5 years | 35.35 | -13.48 | -262% |
| Returns for 10 years | 66.50 | -0.78 | -8,568% |
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