CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
JCAVX
Price
$9.82
Change
+$0.04 (+0.41%)
Updated
Jul 25 closing price
Net Assets
1.2B
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CLBCX vs JCAVX

Header iconCLBCX vs JCAVX Comparison
Open Charts CLBCX vs JCAVXBanner chart's image
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JHFunds2 Capital Appreciation Value NAV
Price$9.82
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets1.2B
CLBCX vs JCAVX Comparison Chart in %
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CLBCX vs. JCAVX commentary
Jul 28, 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 CLBCX is a Buy and JCAVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. JCAVX (1.2B). JCAVX pays higher dividends than CLBCX: JCAVX (2.17) vs CLBCX (1.13). CLBCX was incepted earlier than JCAVX: CLBCX (23 years) vs JCAVX (15 years). CLBCX (1.35) is less costly to investors than JCAVX (0.88). JCAVX is a more actively managed with annual turnover of: 74.00 vs. CLBCX (44.00). JCAVX has a lower initial minimum investment than CLBCX: JCAVX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 9.42 vs. JCAVX (1.98). CLBCX return over 5 years is better than : 36.20 vs. JCAVX (-8.42).
CLBCXJCAVXCLBCX / JCAVX
Total Expense Ratio1.350.87155%
Annual Report Gross Expense Ratio1.350.88153%
Fund Existence23 years15 years-
Gain YTD8.5368.99095%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B1.2B21,114%
Annual Yield % from dividends1.132.1752%
Returns for 1 year9.421.98475%
Returns for 3 years32.7312.23268%
Returns for 5 years36.20-8.42-430%
Returns for 10 years64.69-3.97-1,629%
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