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CAAIX vs JVMAX
CAAIX vs JVMAX Comparison
Open Charts CAAIX vs JVMAX
Ariel Appreciation Institutional
Price$40.14
Change+$0.30 (+0.75%)
VolumeN/A
Net Assets966.13M
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
CAAIX vs JVMAX Comparison Chart
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CAAIX vs. JVMAX commentary
Jan 19, 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 CAAIX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. CAAIX (966M). CAAIX pays higher dividends than JVMAX: CAAIX (1.04) vs JVMAX (0.67). CAAIX was incepted earlier than JVMAX: CAAIX (13 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. CAAIX (17.00). JVMAX has a lower initial minimum investment than CAAIX: JVMAX (1000) vs CAAIX (1000000). CAAIX annual gain was more profitable for investors over the last year : 8.04 vs. JVMAX (4.82). JVMAX return over 5 years is better than : 23.77 vs. CAAIX (-7.78).
| CAAIX | JVMAX | CAAIX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 2.189 | 3.777 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 23.1B | 4% |
| Annual Yield % from dividends | 1.04 | 0.67 | 156% |
| Returns for 1 year | 8.04 | 4.82 | 167% |
| Returns for 3 years | -14.54 | -0.09 | 16,535% |
| Returns for 5 years | -7.78 | 23.77 | -33% |
| Returns for 10 years | -15.01 | 42.53 | -35% |
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