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JCAVX vs RLEFX
JCAVX vs RLEFX Comparison
Open Charts JCAVX vs RLEFX
JHFunds2 Capital Appreciation Value NAV
Price$10.04
Change-$0.09 (-0.89%)
VolumeN/A
Net Assets1.15B
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
JCAVX vs RLEFX Comparison Chart in %
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JCAVX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. JCAVX (1.15B). JCAVX pays higher dividends than RLEFX: JCAVX (2.07) vs RLEFX (1.89). 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 : 8.96 vs. JCAVX (-1.22). RLEFX return over 5 years is better than : 40.71 vs. JCAVX (-13.48).
| 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 | 12.431 | 14.996 | 83% |
| 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 | 1.89 | 110% |
| Returns for 1 year | -1.22 | 8.96 | -14% |
| Returns for 3 years | 14.66 | 43.39 | 34% |
| Returns for 5 years | -13.48 | 40.71 | -33% |
| Returns for 10 years | -0.78 | N/A | - |
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