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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$41.00
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets849.69M
JHancock Disciplined Value Mid Cap R6
Price$29.56
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets23.71B
CAAIX vs JVMRX Comparison Chart in %
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CAAIX vs. JVMRX commentary
Nov 25, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. CAAIX (850M). JVMRX pays higher dividends than CAAIX: JVMRX (0.85) vs CAAIX (0.68). CAAIX was incepted earlier than JVMRX: CAAIX (14 years) vs JVMRX (14 years). CAAIX (0.83) is less costly to investors than JVMRX (0.75). 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. JVMRX (-8.07) and CAAIX (-8.18) have marching annual gain over last year. JVMRX return over 5 years is better than : 30.24 vs. CAAIX (2.10).
| CAAIX | JVMRX | CAAIX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.74 | 112% |
| Annual Report Gross Expense Ratio | 0.83 | 0.75 | 111% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 4.048 | 9.094 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 23.7B | 4% |
| Annual Yield % from dividends | 0.68 | 0.85 | 79% |
| Returns for 1 year | -8.18 | -8.07 | 101% |
| Returns for 3 years | 6.22 | 12.16 | 51% |
| Returns for 5 years | 2.10 | 30.24 | 7% |
| Returns for 10 years | -7.06 | 46.98 | -15% |
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