Interact to see
Advertisement
Advertisement
BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
JHFunds2 Capital Appreciation Value NAV
Price$10.07
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.13B
BALCX vs JCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. JCAVX commentary
Dec 04, 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 Buy.
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: 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 : 8.45 vs. JCAVX (-2.36). BALCX return over 5 years is better than : 34.89 vs. JCAVX (-15.32).
| 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 | 15.810 | 11.765 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.13B | 23,848% |
| Annual Yield % from dividends | 1.08 | 2.06 | 53% |
| Returns for 1 year | 8.45 | -2.36 | -358% |
| Returns for 3 years | 37.32 | 12.31 | 303% |
| Returns for 5 years | 34.89 | -15.32 | -228% |
| Returns for 10 years | 66.76 | -3.04 | -2,197% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement