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CAAIX vs JVMCX
CAAIX vs JVMCX Comparison
Open Charts CAAIX vs JVMCX
Ariel Appreciation Institutional
Price$39.96
Change-$0.66 (-1.62%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$27.43
Change-$0.38 (-1.37%)
VolumeN/A
CapitalizationN/A
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CAAIX vs JVMCX Comparison Chart
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CAAIX vs. JVMCX commentary
Sep 08, 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 StrongSell and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.3B vs. CAAIX (975M). CAAIX pays higher dividends than JVMCX: CAAIX (1.04) vs JVMCX (0.01). CAAIX was incepted earlier than JVMCX: CAAIX (13 years) vs JVMCX (13 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. CAAIX (17.00). JVMCX has a lower initial minimum investment than CAAIX: JVMCX (1000) vs CAAIX (1000000). JVMCX annual gain was more profitable for investors over the last year : 12.15 vs. CAAIX (3.45). JVMCX return over 5 years is better than : 36.68 vs. CAAIX (-2.64).
| CAAIX | JVMCX | CAAIX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 3.570 | 7.292 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 975M | 22.3B | 4% |
| Annual Yield % from dividends | 1.04 | 0.01 | 7,339% |
| Returns for 1 year | 3.45 | 12.15 | 28% |
| Returns for 3 years | -21.63 | 3.51 | -615% |
| Returns for 5 years | -2.64 | 36.68 | -7% |
| Returns for 10 years | -23.48 | 42.93 | -55% |
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