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JCAVX vs RLBGX
JCAVX vs RLBGX Comparison
Open Charts JCAVX vs RLBGX
JHFunds2 Capital Appreciation Value NAV
Price$9.81
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.18B
American Funds American Balanced R6
Price$37.52
Change+$0.33 (+0.89%)
VolumeN/A
Net Assets253.74B
JCAVX vs RLBGX Comparison Chart in %
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JCAVX vs. RLBGX commentary
Aug 14, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. JCAVX (1.18B). JCAVX (2.13) and RLBGX (2.13) have matching dividends . JCAVX was incepted earlier than RLBGX: JCAVX (15 years) vs RLBGX (16 years). JCAVX (0.88) is less costly to investors than RLBGX (0.25). JCAVX is a more actively managed with annual turnover of: 74.00 vs. RLBGX (44.00). JCAVX has a lower initial minimum investment than RLBGX: JCAVX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 10.95 vs. JCAVX (1.36). RLBGX return over 5 years is better than : 40.21 vs. JCAVX (-10.74).
| JCAVX | RLBGX | JCAVX / RLBGX | |
| Total Expense Ratio | 0.87 | 0.25 | 348% |
| Annual Report Gross Expense Ratio | 0.88 | 0.25 | 352% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 8.324 | 10.078 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 254B | 0% |
| Annual Yield % from dividends | 2.13 | 2.13 | 100% |
| Returns for 1 year | 1.36 | 10.95 | 12% |
| Returns for 3 years | 4.05 | 31.12 | 13% |
| Returns for 5 years | -10.74 | 40.21 | -27% |
| Returns for 10 years | -5.57 | 70.06 | -8% |
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