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BALCX vs JCAVX
BALCX vs JCAVX Comparison
Open Charts BALCX vs JCAVX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
JHFunds2 Capital Appreciation Value NAV
Price$8.65
Change-$1.43 (-14.19%)
VolumeN/A
Net Assets1.09B
BALCX vs JCAVX Comparison Chart in %
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BALCX vs. JCAVX commentary
Feb 04, 2026
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 Hold and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. JCAVX (1.09B). JCAVX pays higher dividends than BALCX: JCAVX (1.84) vs BALCX (1.25). 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 : 10.51 vs. JCAVX (-4.76). BALCX return over 5 years is better than : 31.49 vs. JCAVX (-14.54).
| 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 | 2.396 | -0.460 | -520% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.09B | 24,680% |
| Annual Yield % from dividends | 1.25 | 1.84 | 68% |
| Returns for 1 year | 10.51 | -4.76 | -221% |
| Returns for 3 years | 33.72 | 8.12 | 416% |
| Returns for 5 years | 31.49 | -14.54 | -217% |
| Returns for 10 years | 79.52 | 0.73 | 10,948% |
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