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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$38.97
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
BALFX vs JCAVX Comparison Chart in %
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BALFX 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 BALFX is a Buy and JCAVX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. JCAVX (1.14B). JCAVX pays higher dividends than BALFX: JCAVX (2.09) vs BALFX (1.72). BALFX was incepted earlier than JCAVX: BALFX (25 years) vs JCAVX (15 years). JCAVX (0.88) is less costly to investors than BALFX (0.61). JCAVX is a more actively managed with annual turnover of: 74.00 vs. BALFX (44.00). JCAVX has a lower initial minimum investment than BALFX: JCAVX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 8.67 vs. JCAVX (-1.16). BALFX return over 5 years is better than : 41.92 vs. JCAVX (-10.77).
| BALFX | JCAVX | BALFX / JCAVX | |
| Total Expense Ratio | 0.61 | 0.87 | 70% |
| Annual Report Gross Expense Ratio | 0.61 | 0.88 | 69% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 14.603 | 11.210 | 130% |
| 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 | 1.72 | 2.09 | 82% |
| Returns for 1 year | 8.67 | -1.16 | -749% |
| Returns for 3 years | 50.44 | 19.12 | 264% |
| Returns for 5 years | 41.92 | -10.77 | -389% |
| Returns for 10 years | 75.26 | -1.53 | -4,920% |
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