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CAAIX vs JVMCX
CAAIX vs JVMCX Comparison
Open Charts CAAIX vs JVMCX
Ariel Appreciation Institutional
Price$42.01
Change-$0.67 (-1.57%)
VolumeN/A
Net Assets906.91M
JHancock Disciplined Value Mid Cap C
Price$27.89
Change-$0.18 (-0.64%)
VolumeN/A
Net Assets24.26B
CAAIX vs JVMCX Comparison Chart in %
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CAAIX vs. JVMCX commentary
Oct 08, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. CAAIX (907M). CAAIX pays higher dividends than JVMCX: CAAIX (0.67) vs JVMCX (0.00). CAAIX was incepted earlier than JVMCX: CAAIX (14 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than CAAIX (0.83). JVMCX is a more actively managed with annual turnover of: 49.00 vs. CAAIX (17.00). JVMCX has a lower initial minimum investment than CAAIX: JVMCX (1000) vs CAAIX (1000000). CAAIX annual gain was more profitable for investors over the last year : 3.46 vs. JVMCX (-2.09). JVMCX return over 5 years is better than : 42.94 vs. CAAIX (8.44).
| CAAIX | JVMCX | CAAIX / JVMCX | |
| Total Expense Ratio | 0.83 | 1.85 | 45% |
| Annual Report Gross Expense Ratio | 0.83 | 1.86 | 45% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.656 | 10.949 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 24.3B | 4% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 3.46 | -2.09 | -165% |
| Returns for 3 years | 16.49 | 26.63 | 62% |
| Returns for 5 years | 8.44 | 42.94 | 20% |
| Returns for 10 years | -8.95 | 41.72 | -21% |