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CAAIX vs JVMIX
CAAIX vs JVMIX Comparison
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CAAIX vs JVMIX Comparison Chart in %
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CAAIX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. CAAIX (932M). JVMIX pays higher dividends than CAAIX: JVMIX (0.65) vs CAAIX (0.02). CAAIX was incepted earlier than JVMIX: CAAIX (15 years) vs JVMIX (29 years). JVMIX (0.86) and CAAIX (0.84) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 48.00 vs. CAAIX (25.00). 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 : 2.36 vs. CAAIX (1.89). JVMIX return over 5 years is better than : 16.01 vs. CAAIX (-11.78).
| CAAIX | JVMIX | CAAIX / JVMIX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.84 | 0.86 | 98% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 14.348 | 13.178 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 23.2B | 4% |
| Annual Yield % from dividends | 0.02 | 0.65 | 4% |
| Returns for 1 year | 1.89 | 2.36 | 80% |
| Returns for 3 years | 14.73 | 21.56 | 68% |
| Returns for 5 years | -11.78 | 16.01 | -74% |
| Returns for 10 years | 2.24 | 60.41 | 4% |
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