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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$32.60
Change+$0.28 (+0.87%)
VolumeN/A
Net Assets747.18M
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
CAAIX vs JVMRX Comparison Chart
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CAAIX vs. JVMRX commentary
Apr 12, 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 Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. CAAIX (747M). JVMRX pays higher dividends than CAAIX: JVMRX (0.94) vs CAAIX (0.77). CAAIX was incepted earlier than JVMRX: CAAIX (13 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: 47.00 vs. CAAIX (17.00). CAAIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -14.99 vs. CAAIX (-17.15). JVMRX return over 5 years is better than : 45.40 vs. CAAIX (-0.68).
| CAAIX | JVMRX | CAAIX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.75 | 111% |
| Annual Report Gross Expense Ratio | 0.83 | 0.76 | 109% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -17.719 | -9.614 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 19.2B | 4% |
| Annual Yield % from dividends | 0.77 | 0.94 | 82% |
| Returns for 1 year | -17.15 | -14.99 | 114% |
| Returns for 3 years | -25.23 | -7.97 | 317% |
| Returns for 5 years | -0.68 | 45.40 | -1% |
| Returns for 10 years | -37.60 | 22.35 | -168% |
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