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CAAIX vs JVMAX
CAAIX vs JVMAX Comparison
Open Charts CAAIX vs JVMAX
Ariel Appreciation Institutional
Price$32.60
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets747.18M
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
CAAIX vs JVMAX Comparison Chart
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CAAIX vs. JVMAX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. CAAIX (747M). CAAIX pays higher dividends than JVMAX: CAAIX (0.77) vs JVMAX (0.61). CAAIX was incepted earlier than JVMAX: CAAIX (13 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than CAAIX (0.83). JVMAX is a more actively managed with annual turnover of: 47.00 vs. CAAIX (17.00). JVMAX has a lower initial minimum investment than CAAIX: JVMAX (1000) vs CAAIX (1000000). JVMAX annual gain was more profitable for investors over the last year : -15.78 vs. CAAIX (-17.15). JVMAX return over 5 years is better than : 41.84 vs. CAAIX (-0.68).
| CAAIX | JVMAX | CAAIX / JVMAX | |
| Total Expense Ratio | 0.83 | 1.12 | 74% |
| Annual Report Gross Expense Ratio | 0.83 | 1.13 | 73% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | -17.719 | -9.677 | 183% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 19.2B | 4% |
| Annual Yield % from dividends | 0.77 | 0.61 | 125% |
| Returns for 1 year | -17.15 | -15.78 | 109% |
| Returns for 3 years | -25.23 | -9.52 | 265% |
| Returns for 5 years | -0.68 | 41.84 | -2% |
| Returns for 10 years | -37.60 | 16.95 | -222% |
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