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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
JHFunds2 Capital Appreciation Value NAV
Price$8.65
Change-$1.43 (-14.19%)
VolumeN/A
Net Assets1.09B
BALFX vs JCAVX Comparison Chart in %
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BALFX 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 BALFX is a Hold and JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. JCAVX (1.09B). BALFX (1.86) and JCAVX (1.84) have matching dividends . 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 : 11.33 vs. JCAVX (-4.76). BALFX return over 5 years is better than : 35.49 vs. JCAVX (-14.54).
| 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 | 2.457 | -0.460 | -534% |
| 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 | 1.86 | 1.84 | 101% |
| Returns for 1 year | 11.33 | -4.76 | -238% |
| Returns for 3 years | 36.69 | 8.12 | 452% |
| Returns for 5 years | 35.49 | -14.54 | -244% |
| Returns for 10 years | 87.98 | 0.73 | 12,112% |
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