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JCAVX vs RLBAX
JCAVX vs RLBAX Comparison
Open Charts JCAVX vs RLBAX
JCAVX vs RLBAX Comparison Chart in %
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JCAVX vs. RLBAX commentary
Aug 10, 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 JCAVX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 288B vs. JCAVX (1.35B). JCAVX pays higher dividends than RLBAX: JCAVX (1.75) vs RLBAX (1.13). JCAVX was incepted earlier than RLBAX: JCAVX (16 years) vs RLBAX (24 years). RLBAX (1.32) is less costly to investors than JCAVX (0.88). JCAVX is a more actively managed with annual turnover of: 117.00 vs. RLBAX (50.00). JCAVX has a lower initial minimum investment than RLBAX: JCAVX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 12.30 vs. JCAVX (-2.01). RLBAX return over 5 years is better than : 30.10 vs. JCAVX (-17.09).
| JCAVX | RLBAX | JCAVX / RLBAX | |
| Total Expense Ratio | 0.87 | 1.32 | 66% |
| Annual Report Gross Expense Ratio | 0.88 | 1.32 | 67% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 8.170 | 9.798 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 288B | 0% |
| Annual Yield % from dividends | 1.75 | 1.13 | 155% |
| Returns for 1 year | -2.01 | 12.30 | -16% |
| Returns for 3 years | 10.37 | 38.67 | 27% |
| Returns for 5 years | -17.09 | 30.10 | -57% |
| Returns for 10 years | -3.52 | 74.95 | -5% |
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