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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$42.81
Change+$0.08 (+0.19%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.37
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
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CAAIX vs JVMRX Comparison Chart
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CAAIX vs. JVMRX commentary
Oct 18, 2024
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: 23.9B vs. CAAIX (1.02B). 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. JVMRX annual gain was more profitable for investors over the last year : 22.45 vs. CAAIX (15.63). JVMRX return over 5 years is better than : 51.27 vs. CAAIX (0.97).
| 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 | 8.950 | 14.510 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 23.9B | 4% |
| Annual Yield % from dividends | 1.04 | 0.93 | 112% |
| Returns for 1 year | 15.63 | 22.45 | 70% |
| Returns for 3 years | -17.31 | 10.30 | -168% |
| Returns for 5 years | 0.97 | 51.27 | 2% |
| Returns for 10 years | -13.81 | 79.76 | -17% |
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