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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
Jun 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.8B vs. CAAIX (931M). JVMIX pays higher dividends than CAAIX: JVMIX (0.71) vs CAAIX (0.02). CAAIX was incepted earlier than JVMIX: CAAIX (14 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). CAAIX annual gain was more profitable for investors over the last year : 18.00 vs. JVMIX (8.30). JVMIX return over 5 years is better than : 13.37 vs. CAAIX (-12.09).
| CAAIX | JVMIX | CAAIX / JVMIX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.84 | 0.86 | 98% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 11.283 | 8.555 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 22.8B | 4% |
| Annual Yield % from dividends | 0.02 | 0.71 | 4% |
| Returns for 1 year | 18.00 | 8.30 | 217% |
| Returns for 3 years | 9.57 | 18.72 | 51% |
| Returns for 5 years | -12.09 | 13.37 | -90% |
| Returns for 10 years | 2.24 | 60.21 | 4% |
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