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JCAVX vs RLBBX
JCAVX vs RLBBX Comparison
Open Charts JCAVX vs RLBBX
JHFunds2 Capital Appreciation Value NAV
Price$10.04
Change-$0.09 (-0.89%)
VolumeN/A
Net Assets1.15B
American Funds American Balanced R2
Price$38.70
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
JCAVX vs RLBBX Comparison Chart in %
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JCAVX vs. RLBBX commentary
Nov 14, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. JCAVX (1.15B). JCAVX pays higher dividends than RLBBX: JCAVX (2.07) vs RLBBX (1.09). 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: 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 : 9.11 vs. JCAVX (-1.22). RLBBX return over 5 years is better than : 36.96 vs. JCAVX (-13.48).
| 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 | 12.431 | 15.500 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 269B | 0% |
| Annual Yield % from dividends | 2.07 | 1.09 | 190% |
| Returns for 1 year | -1.22 | 9.11 | -13% |
| Returns for 3 years | 14.66 | 40.59 | 36% |
| Returns for 5 years | -13.48 | 36.96 | -36% |
| Returns for 10 years | -0.78 | 70.07 | -1% |
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