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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$8.65
Change-$1.43 (-14.19%)
VolumeN/A
Net Assets1.09B
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
JCAVX vs RLBBX Comparison Chart in %
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JCAVX vs. RLBBX commentary
Feb 05, 2026
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 RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. JCAVX (1.09B). JCAVX pays higher dividends than RLBBX: JCAVX (1.84) vs RLBBX (1.23). 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 : 10.49 vs. JCAVX (-4.76). RLBBX return over 5 years is better than : 31.41 vs. JCAVX (-14.54).
| 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 | -0.460 | 2.396 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 270B | 0% |
| Annual Yield % from dividends | 1.84 | 1.23 | 149% |
| Returns for 1 year | -4.76 | 10.49 | -45% |
| Returns for 3 years | 8.12 | 33.68 | 24% |
| Returns for 5 years | -14.54 | 31.41 | -46% |
| Returns for 10 years | 0.73 | 79.44 | 1% |
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