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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$10.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
JCAVX vs RLBBX Comparison Chart
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JCAVX vs. RLBBX commentary
Nov 14, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. JCAVX (1.18B). 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 : 23.84 vs. JCAVX (20.84). RLBBX return over 5 years is better than : 33.77 vs. JCAVX (-5.80).
| 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 | 14.613 | 15.022 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 240B | 0% |
| Annual Yield % from dividends | 2.19 | 1.58 | 139% |
| Returns for 1 year | 20.84 | 23.84 | 87% |
| Returns for 3 years | -14.54 | 10.28 | -141% |
| Returns for 5 years | -5.80 | 33.77 | -17% |
| Returns for 10 years | -4.89 | 47.38 | -10% |
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