Interact to see
Advertisement
Advertisement
CLBCX vs JCAVX
CLBCX vs JCAVX Comparison
Open Charts CLBCX vs JCAVX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHFunds2 Capital Appreciation Value NAV
Price$9.61
Change+$0.05 (+0.52%)
VolumeN/A
Net Assets1.21B
CLBCX vs JCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. JCAVX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. JCAVX (1.21B). 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 : 7.04 vs. JCAVX (-0.20). CLBCX return over 5 years is better than : 37.95 vs. JCAVX (-7.10).
| CLBCX | JCAVX | CLBCX / JCAVX | |
| Total Expense Ratio | 1.35 | 0.87 | 155% |
| Annual Report Gross Expense Ratio | 1.35 | 0.88 | 153% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 7.660 | 6.659 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.21B | 20,913% |
| Annual Yield % from dividends | 1.13 | 2.17 | 52% |
| Returns for 1 year | 7.04 | -0.20 | -3,559% |
| Returns for 3 years | 33.08 | 13.11 | 252% |
| Returns for 5 years | 37.95 | -7.10 | -534% |
| Returns for 10 years | 64.69 | -5.01 | -1,291% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement