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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$9.53
Change+$0.05 (+0.53%)
VolumeN/A
Net Assets1.19B
American Funds American Balanced R2
Price$36.12
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
JCAVX vs RLBBX Comparison Chart in %
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JCAVX vs. RLBBX commentary
Jun 27, 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: 248B vs. JCAVX (1.19B). JCAVX pays higher dividends than RLBBX: JCAVX (2.24) vs RLBBX (1.23). JCAVX was incepted earlier than RLBBX: JCAVX (14 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than JCAVX (0.88). JCAVX is a more actively managed with annual turnover of: 74.00 vs. RLBBX (44.00). 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 : 6.56 vs. JCAVX (-1.05). RLBBX return over 5 years is better than : 38.27 vs. JCAVX (-5.59).
| JCAVX | RLBBX | JCAVX / RLBBX | |
| Total Expense Ratio | 0.87 | 1.32 | 66% |
| Annual Report Gross Expense Ratio | 0.88 | 1.32 | 67% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 5.216 | 6.349 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 248B | 0% |
| Annual Yield % from dividends | 2.24 | 1.23 | 182% |
| Returns for 1 year | -1.05 | 6.56 | -16% |
| Returns for 3 years | 10.00 | 30.12 | 33% |
| Returns for 5 years | -5.59 | 38.27 | -15% |
| Returns for 10 years | -5.83 | 56.73 | -10% |
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