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JCAVX vs RAMHX
JCAVX vs RAMHX Comparison
Open Charts JCAVX vs RAMHX
JHFunds2 Capital Appreciation Value NAV
Price$9.86
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.14B
American Funds American Balanced R2E
Price$37.77
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
JCAVX vs RAMHX Comparison Chart in %
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JCAVX vs. RAMHX commentary
Sep 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 RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 259B vs. JCAVX (1.14B). JCAVX pays higher dividends than RAMHX: JCAVX (2.12) vs RAMHX (1.40). 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 : 9.44 vs. JCAVX (0.25). RAMHX return over 5 years is better than : 37.07 vs. JCAVX (-9.89).
| 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 | 8.990 | 11.035 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 259B | 0% |
| Annual Yield % from dividends | 2.12 | 1.40 | 152% |
| Returns for 1 year | 0.25 | 9.44 | 3% |
| Returns for 3 years | 12.23 | 38.20 | 32% |
| Returns for 5 years | -9.89 | 37.07 | -27% |
| Returns for 10 years | -1.38 | 70.10 | -2% |
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