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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$9.30
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets1.13B
American Funds American Balanced R2
Price$35.08
Change+$0.23 (+0.66%)
VolumeN/A
Net Assets241.03B
JCAVX vs RLBBX Comparison Chart
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JCAVX vs. RLBBX commentary
Jan 31, 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 StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. JCAVX (1.13B). JCAVX pays higher dividends than RLBBX: JCAVX (2.19) vs RLBBX (1.58). JCAVX was incepted earlier than RLBBX: JCAVX (14 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (88.00). 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 : 11.21 vs. JCAVX (2.85). RLBBX return over 5 years is better than : 29.71 vs. JCAVX (-11.43).
| JCAVX | RLBBX | JCAVX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.775 | 3.025 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 241B | 0% |
| Annual Yield % from dividends | 2.19 | 1.58 | 139% |
| Returns for 1 year | 2.85 | 11.21 | 25% |
| Returns for 3 years | -2.17 | 12.83 | -17% |
| Returns for 5 years | -11.43 | 29.71 | -38% |
| Returns for 10 years | -4.92 | 51.39 | -10% |
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