JCAVX
Price
$9.90
Change
+$0.05 (+0.51%)
Updated
Sep 26 closing price
Net Assets
1.15B
RLBBX
Price
$38.19
Change
+$0.11 (+0.29%)
Updated
Sep 26 closing price
Net Assets
262.75B
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JCAVX vs RLBBX

Header iconJCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBXBanner chart's image
JHFunds2 Capital Appreciation Value NAV
Price$9.90
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.15B
American Funds American Balanced R2
Price$38.19
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
JCAVX vs RLBBX Comparison Chart in %
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JCAVX vs. RLBBX commentary
Sep 29, 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 Hold and RLBBX is a Hold.

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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. JCAVX (1.15B). JCAVX pays higher dividends than RLBBX: JCAVX (2.12) vs RLBBX (1.15). JCAVX was incepted earlier than RLBBX: JCAVX (15 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than JCAVX (0.88). JCAVX is a more actively managed with annual turnover of: 74.00 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 : 7.30 vs. JCAVX (-1.87). RLBBX return over 5 years is better than : 40.04 vs. JCAVX (-7.35).
JCAVXRLBBXJCAVX / RLBBX
Total Expense Ratio0.871.3266%
Annual Report Gross Expense Ratio0.881.3267%
Fund Existence15 years23 years-
Gain YTD9.87812.55379%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B263B0%
Annual Yield % from dividends2.121.15184%
Returns for 1 year-1.877.30-26%
Returns for 3 years19.4348.2040%
Returns for 5 years-7.3540.04-18%
Returns for 10 years2.2774.603%
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