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CAAIX vs JVMCX
CAAIX vs JVMCX Comparison
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CAAIX vs JVMCX Comparison Chart in %
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CAAIX vs. JVMCX commentary
Sep 13, 2026
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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.2B vs. CAAIX (932M). CAAIX pays higher dividends than JVMCX: CAAIX (0.02) vs JVMCX (0.00). CAAIX was incepted earlier than JVMCX: CAAIX (15 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than CAAIX (0.84). JVMCX is a more actively managed with annual turnover of: 48.00 vs. CAAIX (25.00). 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 : 1.89 vs. JVMCX (0.77). JVMCX return over 5 years is better than : 9.33 vs. CAAIX (-11.78).
| CAAIX | JVMCX | CAAIX / JVMCX | |
| Total Expense Ratio | 0.84 | 1.85 | 45% |
| Annual Report Gross Expense Ratio | 0.84 | 1.86 | 45% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 14.348 | 12.392 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 23.2B | 4% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 1.89 | 0.77 | 245% |
| Returns for 3 years | 14.73 | 16.32 | 90% |
| Returns for 5 years | -11.78 | 9.33 | -126% |
| Returns for 10 years | 2.24 | 45.22 | 5% |
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