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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$43.15
Change-$0.53 (-1.21%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.99
Change-$0.37 (-1.18%)
VolumeN/A
CapitalizationN/A
CAAIX vs JVMRX Comparison Chart
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CAAIX vs. JVMRX commentary
Dec 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. CAAIX (1.01B). 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 (11.22) and CAAIX (10.98) have marching annual gain over last year. JVMRX return over 5 years is better than : 42.46 vs. CAAIX (0.68).
| 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 | 10.020 | 13.268 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 23.7B | 4% |
| Annual Yield % from dividends | 1.04 | 0.93 | 112% |
| Returns for 1 year | 10.98 | 11.22 | 98% |
| Returns for 3 years | -4.73 | 18.01 | -26% |
| Returns for 5 years | 0.68 | 42.46 | 2% |
| Returns for 10 years | -12.37 | 61.86 | -20% |
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