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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$37.65
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
JHFunds2 Capital Appreciation Value NAV
Price$8.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.13B
BALFX vs JCAVX Comparison Chart in %
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BALFX vs. JCAVX commentary
Dec 28, 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 StrongBuy and JCAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. JCAVX (1.13B). JCAVX pays higher dividends than BALFX: JCAVX (2.06) vs BALFX (1.67). 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: 117.00 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 : 9.10 vs. JCAVX (-4.38). BALFX return over 5 years is better than : 34.67 vs. JCAVX (-13.51).
| 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 | 10.722 | -3.108 | -345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.13B | 23,721% |
| Annual Yield % from dividends | 1.67 | 2.06 | 81% |
| Returns for 1 year | 9.10 | -4.38 | -208% |
| Returns for 3 years | 37.97 | 13.81 | 275% |
| Returns for 5 years | 34.67 | -13.51 | -257% |
| Returns for 10 years | 73.06 | -5.79 | -1,262% |
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