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JCAVX vs RLEFX
JCAVX vs RLEFX Comparison
Open Charts JCAVX vs RLEFX
JHFunds2 Capital Appreciation Value NAV
Price$9.86
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.14B
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets259.11B
JCAVX vs RLEFX Comparison Chart in %
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JCAVX vs. RLEFX commentary
Sep 08, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 259B vs. JCAVX (1.14B). JCAVX pays higher dividends than RLEFX: JCAVX (2.12) vs RLEFX (1.97). JCAVX was incepted earlier than RLEFX: JCAVX (15 years) vs RLEFX (10 years). JCAVX (0.88) is less costly to investors than RLEFX (0.39). JCAVX is a more actively managed with annual turnover of: 74.00 vs. RLEFX (44.00). JCAVX has a lower initial minimum investment than RLEFX: JCAVX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 10.18 vs. JCAVX (0.25). RLEFX return over 5 years is better than : 40.88 vs. JCAVX (-9.89).
| JCAVX | RLEFX | JCAVX / RLEFX | |
| Total Expense Ratio | 0.87 | 0.39 | 223% |
| Annual Report Gross Expense Ratio | 0.88 | 0.39 | 226% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 8.990 | 11.511 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 259B | 0% |
| Annual Yield % from dividends | 2.12 | 1.97 | 108% |
| Returns for 1 year | 0.25 | 10.18 | 2% |
| Returns for 3 years | 12.23 | 40.55 | 30% |
| Returns for 5 years | -9.89 | 40.88 | -24% |
| Returns for 10 years | -1.38 | N/A | - |
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