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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$8.91
Change+$0.12 (+1.37%)
VolumeN/A
Net Assets1.09B
American Funds American Balanced R2
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
JCAVX vs RLBBX Comparison Chart
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JCAVX vs. RLBBX commentary
Apr 25, 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 JCAVX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 227B vs. JCAVX (1.09B). JCAVX pays higher dividends than RLBBX: JCAVX (2.30) vs RLBBX (1.27). JCAVX was incepted earlier than RLBBX: JCAVX (14 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than JCAVX (0.88). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (74.00). JCAVX has a lower initial minimum investment than RLBBX: JCAVX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 3.40 vs. JCAVX (-4.85). RLBBX return over 5 years is better than : 31.54 vs. JCAVX (-8.51).
| JCAVX | RLBBX | JCAVX / RLBBX | |
| Total Expense Ratio | 0.87 | 1.33 | 65% |
| Annual Report Gross Expense Ratio | 0.88 | 1.33 | 66% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -2.442 | -1.755 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 227B | 0% |
| Annual Yield % from dividends | 2.30 | 1.27 | 181% |
| Returns for 1 year | -4.85 | 3.40 | -143% |
| Returns for 3 years | -4.08 | 12.44 | -33% |
| Returns for 5 years | -8.51 | 31.54 | -27% |
| Returns for 10 years | -12.75 | 41.09 | -31% |
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