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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$39.44
Change-$0.83 (-2.06%)
VolumeN/A
Net Assets936.74M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
CAAIX vs JVMRX Comparison Chart
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CAAIX vs. JVMRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. CAAIX (937M). CAAIX pays higher dividends than JVMRX: CAAIX (1.04) vs JVMRX (0.93). CAAIX was incepted earlier than JVMRX: CAAIX (13 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 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 : 2.97 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. CAAIX (-6.81).
| CAAIX | JVMRX | CAAIX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 0.407 | 2.079 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 22.5B | 4% |
| Annual Yield % from dividends | 1.04 | 0.93 | 112% |
| Returns for 1 year | 2.97 | -1.71 | -174% |
| Returns for 3 years | -10.61 | 4.02 | -264% |
| Returns for 5 years | -6.81 | 25.72 | -26% |
| Returns for 10 years | -22.92 | 38.31 | -60% |
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