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JCAVX vs RLBGX
JCAVX vs RLBGX Comparison
Open Charts JCAVX vs RLBGX
JHFunds2 Capital Appreciation Value NAV
Price$9.90
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.15B
American Funds American Balanced R6
Price$38.53
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
JCAVX vs RLBGX Comparison Chart in %
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JCAVX vs. RLBGX 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 263B vs. JCAVX (1.15B). JCAVX (2.12) and RLBGX (2.09) have matching dividends . JCAVX was incepted earlier than RLBGX: JCAVX (15 years) vs RLBGX (16 years). JCAVX (0.88) is less costly to investors than RLBGX (0.25). JCAVX is a more actively managed with annual turnover of: 74.00 vs. RLBGX (44.00). JCAVX has a lower initial minimum investment than RLBGX: JCAVX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 8.49 vs. JCAVX (-1.87). RLBGX return over 5 years is better than : 46.60 vs. JCAVX (-7.35).
| JCAVX | RLBGX | JCAVX / RLBGX | |
| Total Expense Ratio | 0.87 | 0.25 | 348% |
| Annual Report Gross Expense Ratio | 0.88 | 0.25 | 352% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 9.878 | 13.449 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 263B | 0% |
| Annual Yield % from dividends | 2.12 | 2.09 | 101% |
| Returns for 1 year | -1.87 | 8.49 | -22% |
| Returns for 3 years | 19.43 | 52.83 | 37% |
| Returns for 5 years | -7.35 | 46.60 | -16% |
| Returns for 10 years | 2.27 | 86.69 | 3% |
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