Interact to see
Advertisement
Advertisement
BALFX vs JCAVX
BALFX vs JCAVX Comparison
Open Charts BALFX vs JCAVX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JHFunds2 Capital Appreciation Value NAV
Price$10.07
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.13B
BALFX vs JCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. JCAVX commentary
Dec 04, 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 Buy.
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: 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 : 9.26 vs. JCAVX (-2.36). BALFX return over 5 years is better than : 38.94 vs. JCAVX (-15.32).
| 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 | 16.544 | 11.765 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.13B | 23,848% |
| Annual Yield % from dividends | 1.67 | 2.06 | 81% |
| Returns for 1 year | 9.26 | -2.36 | -392% |
| Returns for 3 years | 40.12 | 12.31 | 326% |
| Returns for 5 years | 38.94 | -15.32 | -254% |
| Returns for 10 years | 74.26 | -3.04 | -2,444% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement