Ad is loading...
CAAIX vs JVMAX
CAAIX vs JVMAX Comparison
Open Charts CAAIX vs JVMAX
Ariel Appreciation Institutional
Price$43.15
Change-$0.53 (-1.21%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.33
Change-$0.35 (-1.18%)
VolumeN/A
CapitalizationN/A
CAAIX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAAIX vs. JVMAX commentary
Dec 18, 2024
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: 23.7B vs. CAAIX (1.01B). 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 (10.98) and JVMAX (10.66) have marching annual gain over last year. JVMAX return over 5 years is better than : 39.81 vs. CAAIX (0.68).
| 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 | 10.020 | 12.851 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 23.7B | 4% |
| Annual Yield % from dividends | 1.04 | 0.67 | 156% |
| Returns for 1 year | 10.98 | 10.66 | 103% |
| Returns for 3 years | -4.73 | 16.69 | -28% |
| Returns for 5 years | 0.68 | 39.81 | 2% |
| Returns for 10 years | -12.37 | 55.64 | -22% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers