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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$39.38
Change+$0.63 (+1.63%)
VolumeN/A
Net Assets847.79M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change+$0.35 (+1.23%)
VolumeN/A
Net Assets22.07B
CAAIX vs JVMRX Comparison Chart in %
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CAAIX vs. JVMRX commentary
Jul 02, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.1B vs. CAAIX (848M). JVMRX pays higher dividends than CAAIX: JVMRX (0.88) vs CAAIX (0.73). CAAIX was incepted earlier than JVMRX: CAAIX (14 years) vs JVMRX (14 years). CAAIX (0.83) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. CAAIX (17.00). CAAIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. CAAIX annual gain was more profitable for investors over the last year : 2.12 vs. JVMRX (1.79). JVMRX return over 5 years is better than : 59.47 vs. CAAIX (11.61).
| CAAIX | JVMRX | CAAIX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.75 | 111% |
| Annual Report Gross Expense Ratio | 0.83 | 0.76 | 109% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -1.375 | 5.939 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 22.1B | 4% |
| Annual Yield % from dividends | 0.73 | 0.88 | 83% |
| Returns for 1 year | 2.12 | 1.79 | 118% |
| Returns for 3 years | 2.10 | 21.21 | 10% |
| Returns for 5 years | 11.61 | 59.47 | 20% |
| Returns for 10 years | -23.44 | 45.14 | -52% |
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