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CAAIX vs JVMAX
CAAIX vs JVMAX Comparison
Open Charts CAAIX vs JVMAX
Ariel Appreciation Institutional
Price$39.44
Change-$0.83 (-2.06%)
VolumeN/A
Net Assets936.74M
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
CAAIX vs JVMAX Comparison Chart
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CAAIX vs. JVMAX commentary
Feb 23, 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 Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. CAAIX (937M). 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 : 2.97 vs. JVMAX (-2.62). JVMAX return over 5 years is better than : 22.67 vs. CAAIX (-6.81).
| 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 | 0.407 | 2.046 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 22.5B | 4% |
| Annual Yield % from dividends | 1.04 | 0.67 | 156% |
| Returns for 1 year | 2.97 | -2.62 | -113% |
| Returns for 3 years | -10.61 | 2.26 | -470% |
| Returns for 5 years | -6.81 | 22.67 | -30% |
| Returns for 10 years | -22.92 | 32.20 | -71% |
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