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JCAVX vs RAMHX
JCAVX vs RAMHX Comparison
Open Charts JCAVX vs RAMHX
JHFunds2 Capital Appreciation Value NAV
Price$9.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.15B
American Funds American Balanced R2E
Price$37.23
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
JCAVX vs RAMHX Comparison Chart in %
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JCAVX vs. RAMHX commentary
Aug 18, 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 RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 256B vs. JCAVX (1.15B). JCAVX pays higher dividends than RAMHX: JCAVX (2.13) vs RAMHX (1.42). JCAVX was incepted earlier than RAMHX: JCAVX (15 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than JCAVX (0.88). JCAVX is a more actively managed with annual turnover of: 74.00 vs. RAMHX (44.00). JCAVX has a lower initial minimum investment than RAMHX: JCAVX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 7.48 vs. JCAVX (0.46). RAMHX return over 5 years is better than : 35.43 vs. JCAVX (-9.58).
| JCAVX | RAMHX | JCAVX / RAMHX | |
| Total Expense Ratio | 0.87 | 1.04 | 84% |
| Annual Report Gross Expense Ratio | 0.88 | 1.04 | 85% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 9.545 | 9.447 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 256B | 0% |
| Annual Yield % from dividends | 2.13 | 1.42 | 150% |
| Returns for 1 year | 0.46 | 7.48 | 6% |
| Returns for 3 years | 5.01 | 28.00 | 18% |
| Returns for 5 years | -9.58 | 35.43 | -27% |
| Returns for 10 years | -4.81 | 61.39 | -8% |
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