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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
JHFunds2 Capital Appreciation Value NAV
Price$10.04
Change-$0.09 (-0.89%)
VolumeN/A
Net Assets1.15B
BALFX vs JCAVX Comparison Chart in %
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BALFX vs. JCAVX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. JCAVX (1.15B). JCAVX pays higher dividends than BALFX: JCAVX (2.07) vs BALFX (1.70). 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 : 9.94 vs. JCAVX (-1.22). BALFX return over 5 years is better than : 41.19 vs. JCAVX (-13.48).
| 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 | 16.221 | 12.431 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.15B | 23,473% |
| Annual Yield % from dividends | 1.70 | 2.07 | 82% |
| Returns for 1 year | 9.94 | -1.22 | -817% |
| Returns for 3 years | 43.43 | 14.66 | 296% |
| Returns for 5 years | 41.19 | -13.48 | -306% |
| Returns for 10 years | 77.81 | -0.78 | -10,026% |
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