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BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$38.47
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
JHFunds2 Capital Appreciation Value NAV
Price$9.90
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.15B
BALFX vs JCAVX Comparison Chart in %
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BALFX vs. JCAVX commentary
Sep 29, 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 Hold and JCAVX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. JCAVX (1.15B). JCAVX pays higher dividends than BALFX: JCAVX (2.12) vs BALFX (1.77). 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 : 8.08 vs. JCAVX (-1.87). BALFX return over 5 years is better than : 44.31 vs. JCAVX (-7.35).
| 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 | 13.133 | 9.878 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.15B | 22,949% |
| Annual Yield % from dividends | 1.77 | 2.12 | 83% |
| Returns for 1 year | 8.08 | -1.87 | -432% |
| Returns for 3 years | 51.22 | 19.43 | 264% |
| Returns for 5 years | 44.31 | -7.35 | -603% |
| Returns for 10 years | 82.52 | 2.27 | 3,636% |
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