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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$8.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.13B
American Funds American Balanced R2
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JCAVX vs RLBBX Comparison Chart in %
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JCAVX vs. RLBBX commentary
Dec 28, 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 RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. JCAVX (1.13B). JCAVX pays higher dividends than RLBBX: JCAVX (2.06) vs RLBBX (1.07). 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: 117.00 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 : 8.48 vs. JCAVX (-4.38). RLBBX return over 5 years is better than : 30.82 vs. JCAVX (-13.51).
| 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 | -3.108 | 10.077 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 269B | 0% |
| Annual Yield % from dividends | 2.06 | 1.07 | 193% |
| Returns for 1 year | -4.38 | 8.48 | -52% |
| Returns for 3 years | 13.81 | 35.20 | 39% |
| Returns for 5 years | -13.51 | 30.82 | -44% |
| Returns for 10 years | -5.79 | 65.48 | -9% |
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