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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$10.06
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets1.16B
American Funds American Balanced R2
Price$38.60
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
JCAVX vs RLBBX Comparison Chart in %
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JCAVX vs. RLBBX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. JCAVX (1.16B). JCAVX pays higher dividends than RLBBX: JCAVX (2.09) vs RLBBX (1.11). JCAVX was incepted earlier than RLBBX: JCAVX (15 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 : 9.12 vs. JCAVX (0.69). RLBBX return over 5 years is better than : 38.04 vs. JCAVX (-9.51).
| JCAVX | RLBBX | JCAVX / RLBBX | |
| Total Expense Ratio | 0.87 | 1.32 | 66% |
| Annual Report Gross Expense Ratio | 0.88 | 1.32 | 67% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.765 | 13.761 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 266B | 0% |
| Annual Yield % from dividends | 2.09 | 1.11 | 189% |
| Returns for 1 year | 0.69 | 9.12 | 8% |
| Returns for 3 years | 20.94 | 47.96 | 44% |
| Returns for 5 years | -9.51 | 38.04 | -25% |
| Returns for 10 years | -0.46 | 68.69 | -1% |
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