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JCAVX vs RLEFX
JCAVX vs RLEFX Comparison
Open Charts JCAVX vs RLEFX
JHFunds2 Capital Appreciation Value NAV
Price$9.90
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets1.15B
American Funds American Balanced R5E
Price$38.47
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
JCAVX vs RLEFX Comparison Chart in %
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JCAVX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. JCAVX (1.15B). 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 : 8.31 vs. JCAVX (-1.87). RLEFX return over 5 years is better than : 45.69 vs. JCAVX (-7.35).
| 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 | 9.878 | 13.317 | 74% |
| 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 | 1.97 | 108% |
| Returns for 1 year | -1.87 | 8.31 | -22% |
| Returns for 3 years | 19.43 | 52.20 | 37% |
| Returns for 5 years | -7.35 | 45.69 | -16% |
| Returns for 10 years | 2.27 | N/A | - |
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