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JCAVX vs RLEFX
JCAVX vs RLEFX Comparison
Open Charts JCAVX vs RLEFX
JHFunds2 Capital Appreciation Value NAV
Price$8.65
Change-$1.43 (-14.19%)
VolumeN/A
Net Assets1.09B
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
JCAVX vs RLEFX Comparison Chart in %
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JCAVX vs. RLEFX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. JCAVX (1.09B). RLEFX pays higher dividends than JCAVX: RLEFX (2.06) vs JCAVX (1.84). 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: 117.00 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 : 11.56 vs. JCAVX (-4.76). RLEFX return over 5 years is better than : 36.72 vs. JCAVX (-14.54).
| 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 | -0.460 | 2.483 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 270B | 0% |
| Annual Yield % from dividends | 1.84 | 2.06 | 89% |
| Returns for 1 year | -4.76 | 11.56 | -41% |
| Returns for 3 years | 8.12 | 37.57 | 22% |
| Returns for 5 years | -14.54 | 36.72 | -40% |
| Returns for 10 years | 0.73 | 90.60 | 1% |
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