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CAAIX vs JVMIX
CAAIX vs JVMIX Comparison
Open Charts CAAIX vs JVMIX
Ariel Appreciation Institutional
Price$42.81
Change+$0.08 (+0.19%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$31.35
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
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CAAIX vs JVMIX Comparison Chart
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CAAIX vs. JVMIX commentary
Oct 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. CAAIX (1.02B). CAAIX pays higher dividends than JVMIX: CAAIX (1.04) vs JVMIX (0.84). CAAIX was incepted earlier than JVMIX: CAAIX (13 years) vs JVMIX (27 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. CAAIX (17.00). JVMIX has a lower initial minimum investment than CAAIX: JVMIX (250000) vs CAAIX (1000000). JVMIX annual gain was more profitable for investors over the last year : 22.33 vs. CAAIX (15.63). JVMIX return over 5 years is better than : 50.78 vs. CAAIX (0.97).
| CAAIX | JVMIX | CAAIX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 8.950 | 14.432 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 23.9B | 4% |
| Annual Yield % from dividends | 1.04 | 0.84 | 124% |
| Returns for 1 year | 15.63 | 22.33 | 70% |
| Returns for 3 years | -17.31 | 10.11 | -171% |
| Returns for 5 years | 0.97 | 50.78 | 2% |
| Returns for 10 years | -13.81 | 78.76 | -18% |
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