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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$9.05
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets1.1B
American Funds American Balanced R2
Price$34.08
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets233.54B
JCAVX vs RLBBX Comparison Chart
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JCAVX vs. RLBBX commentary
Apr 04, 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: 234B vs. JCAVX (1.1B). JCAVX pays higher dividends than RLBBX: JCAVX (2.30) vs RLBBX (1.27). JCAVX was incepted earlier than RLBBX: JCAVX (14 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than JCAVX (0.88). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JCAVX (74.00). 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 : 3.48 vs. JCAVX (-3.69). RLBBX return over 5 years is better than : 45.37 vs. JCAVX (5.28).
| JCAVX | RLBBX | JCAVX / RLBBX | |
| Total Expense Ratio | 0.87 | 1.33 | 65% |
| Annual Report Gross Expense Ratio | 0.88 | 1.33 | 66% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 0.000 | 0.215 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 234B | 0% |
| Annual Yield % from dividends | 2.30 | 1.27 | 181% |
| Returns for 1 year | -3.69 | 3.48 | -106% |
| Returns for 3 years | -5.93 | 10.41 | -57% |
| Returns for 5 years | 5.28 | 45.37 | 12% |
| Returns for 10 years | -10.35 | 46.19 | -22% |
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