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CAAIX vs JVMAX
CAAIX vs JVMAX Comparison
Open Charts CAAIX vs JVMAX
Ariel Appreciation Institutional
Price$43.37
Change-$0.45 (-1.03%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
CAAIX vs JVMAX Comparison Chart
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CAAIX vs. JVMAX commentary
Nov 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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. CAAIX (1.02B). CAAIX pays higher dividends than JVMAX: CAAIX (1.04) vs JVMAX (0.67). CAAIX was incepted earlier than JVMAX: CAAIX (13 years) vs JVMAX (27 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). JVMAX annual gain was more profitable for investors over the last year : 21.07 vs. CAAIX (17.24). JVMAX return over 5 years is better than : 42.69 vs. CAAIX (-3.30).
| CAAIX | JVMAX | CAAIX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 10.581 | 14.313 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 23.8B | 4% |
| Annual Yield % from dividends | 1.04 | 0.67 | 156% |
| Returns for 1 year | 17.24 | 21.07 | 82% |
| Returns for 3 years | -19.49 | 6.26 | -311% |
| Returns for 5 years | -3.30 | 42.69 | -8% |
| Returns for 10 years | -19.59 | 56.97 | -34% |
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