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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
JHFunds2 Capital Appreciation Value NAV
Price$10.02
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets1.14B
BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. JCAVX (1.14B). JCAVX pays higher dividends than BALCX: JCAVX (2.09) vs BALCX (1.12). 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 : 7.88 vs. JCAVX (-1.16). BALCX return over 5 years is better than : 37.80 vs. JCAVX (-10.77).
| 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 | 13.983 | 11.210 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.14B | 23,252% |
| Annual Yield % from dividends | 1.12 | 2.09 | 53% |
| Returns for 1 year | 7.88 | -1.16 | -681% |
| Returns for 3 years | 47.51 | 19.12 | 248% |
| Returns for 5 years | 37.80 | -10.77 | -351% |
| Returns for 10 years | 67.75 | -1.53 | -4,429% |
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