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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$9.74
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets1.2B
American Funds American Balanced R2
Price$36.82
Change+$0.21 (+0.57%)
VolumeN/A
Net Assets252.56B
JCAVX vs RLBBX Comparison Chart in %
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JCAVX vs. RLBBX commentary
Jul 25, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 253B vs. JCAVX (1.2B). JCAVX pays higher dividends than RLBBX: JCAVX (2.17) vs RLBBX (1.17). 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 : 7.34 vs. JCAVX (-0.47). RLBBX return over 5 years is better than : 35.14 vs. JCAVX (-9.44).
| 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 | 7.769 | 8.410 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 253B | 0% |
| Annual Yield % from dividends | 2.17 | 1.17 | 185% |
| Returns for 1 year | -0.47 | 7.34 | -6% |
| Returns for 3 years | 10.02 | 31.54 | 32% |
| Returns for 5 years | -9.44 | 35.14 | -27% |
| Returns for 10 years | -4.58 | 58.27 | -8% |
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