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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$9.95
Change-$0.05 (-0.50%)
VolumeN/A
Net Assets1.13B
American Funds American Balanced R2
Price$38.34
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
JCAVX vs RLBBX Comparison Chart in %
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JCAVX vs. RLBBX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 264B vs. JCAVX (1.13B). JCAVX pays higher dividends than RLBBX: JCAVX (2.07) vs RLBBX (1.09). JCAVX was incepted earlier than RLBBX: JCAVX (15 years) vs RLBBX (24 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 : 7.99 vs. JCAVX (-1.26). RLBBX return over 5 years is better than : 33.81 vs. JCAVX (-14.25).
| 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 | 24 years | - |
| Gain YTD | 10.988 | 12.995 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 264B | 0% |
| Annual Yield % from dividends | 2.07 | 1.09 | 190% |
| Returns for 1 year | -1.26 | 7.99 | -16% |
| Returns for 3 years | 14.04 | 37.73 | 37% |
| Returns for 5 years | -14.25 | 33.81 | -42% |
| Returns for 10 years | -3.79 | 63.05 | -6% |