BALFX
Price
$36.85
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
JCAVX
Price
$9.61
Change
+$0.05 (+0.52%)
Updated
Jul 3 closing price
Net Assets
1.21B
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BALFX vs JCAVX

Header iconBALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVXBanner chart's image
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHFunds2 Capital Appreciation Value NAV
Price$9.61
Change+$0.05 (+0.52%)
VolumeN/A
Net Assets1.21B
BALFX vs JCAVX Comparison Chart in %
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BALFX vs. JCAVX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. JCAVX (1.21B). JCAVX pays higher dividends than BALFX: JCAVX (2.17) vs BALFX (1.81). BALFX was incepted earlier than JCAVX: BALFX (24 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 : 7.83 vs. JCAVX (-0.20). BALFX return over 5 years is better than : 41.29 vs. JCAVX (-7.10).
BALFXJCAVXBALFX / JCAVX
Total Expense Ratio0.610.8770%
Annual Report Gross Expense Ratio0.610.8869%
Fund Existence24 years15 years-
Gain YTD8.0756.659121%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B1.21B20,913%
Annual Yield % from dividends1.812.1783%
Returns for 1 year7.83-0.20-3,955%
Returns for 3 years35.0313.11267%
Returns for 5 years41.29-7.10-581%
Returns for 10 years64.94-5.01-1,296%
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