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JCAVX vs RLEFX
JCAVX vs RLEFX Comparison
Open Charts JCAVX vs RLEFX
JHFunds2 Capital Appreciation Value NAV
Price$10.07
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.13B
American Funds American Balanced R5E
Price$39.83
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JCAVX vs RLEFX Comparison Chart in %
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JCAVX vs. RLEFX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. JCAVX (1.13B). JCAVX pays higher dividends than RLEFX: JCAVX (2.06) vs RLEFX (1.86). 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 : 9.49 vs. JCAVX (-2.36). RLEFX return over 5 years is better than : 40.25 vs. JCAVX (-15.32).
| 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 | 11.765 | 16.793 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 269B | 0% |
| Annual Yield % from dividends | 2.06 | 1.86 | 111% |
| Returns for 1 year | -2.36 | 9.49 | -25% |
| Returns for 3 years | 12.31 | 40.99 | 30% |
| Returns for 5 years | -15.32 | 40.25 | -38% |
| Returns for 10 years | -3.04 | 76.50 | -4% |
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