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JCAVX vs RLEFX
JCAVX vs RLEFX Comparison
Open Charts JCAVX vs RLEFX
JHFunds2 Capital Appreciation Value NAV
Price$10.06
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets1.16B
American Funds American Balanced R5E
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
JCAVX vs RLEFX Comparison Chart in %
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JCAVX vs. RLEFX commentary
Oct 08, 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. JCAVX (1.16B). JCAVX pays higher dividends than RLEFX: JCAVX (2.09) vs RLEFX (1.92). JCAVX was incepted earlier than RLEFX: JCAVX (15 years) vs RLEFX (10 years). JCAVX (0.88) is less costly to investors than RLEFX (0.39). JCAVX is a more actively managed with annual turnover of: 74.00 vs. RLEFX (44.00). JCAVX has a lower initial minimum investment than RLEFX: JCAVX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 10.19 vs. JCAVX (0.69). RLEFX return over 5 years is better than : 43.60 vs. JCAVX (-9.51).
| JCAVX | RLEFX | JCAVX / RLEFX | |
| Total Expense Ratio | 0.87 | 0.39 | 223% |
| Annual Report Gross Expense Ratio | 0.88 | 0.39 | 226% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 11.765 | 14.584 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 266B | 0% |
| Annual Yield % from dividends | 2.09 | 1.92 | 109% |
| Returns for 1 year | 0.69 | 10.19 | 7% |
| Returns for 3 years | 20.94 | 51.92 | 40% |
| Returns for 5 years | -9.51 | 43.60 | -22% |
| Returns for 10 years | -0.46 | N/A | - |
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