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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$10.26
Change-$0.03 (-0.29%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$35.85
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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JCAVX vs RLBBX Comparison Chart
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JCAVX vs. RLBBX commentary
Sep 21, 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 StrongBuy and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. JCAVX (1.17B). JCAVX pays higher dividends than RLBBX: JCAVX (2.19) vs RLBBX (1.58). JCAVX was incepted earlier than RLBBX: JCAVX (14 years) vs RLBBX (22 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 : 20.06 vs. JCAVX (15.25). RLBBX return over 5 years is better than : 33.45 vs. JCAVX (-7.31).
| JCAVX | RLBBX | JCAVX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 10.905 | 12.143 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 236B | 0% |
| Annual Yield % from dividends | 2.19 | 1.58 | 139% |
| Returns for 1 year | 15.25 | 20.06 | 76% |
| Returns for 3 years | -14.52 | 10.53 | -138% |
| Returns for 5 years | -7.31 | 33.45 | -22% |
| Returns for 10 years | -5.73 | 44.86 | -13% |
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