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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$42.01
Change-$0.67 (-1.57%)
VolumeN/A
Net Assets906.91M
JHancock Disciplined Value Mid Cap R6
Price$29.94
Change-$0.20 (-0.66%)
VolumeN/A
Net Assets24.26B
CAAIX vs JVMRX Comparison Chart in %
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CAAIX vs. JVMRX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. CAAIX (907M). JVMRX pays higher dividends than CAAIX: JVMRX (0.84) vs CAAIX (0.67). 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. CAAIX annual gain was more profitable for investors over the last year : 3.46 vs. JVMRX (-0.35). JVMRX return over 5 years is better than : 50.09 vs. CAAIX (8.44).
| 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 | 8.656 | 11.878 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 24.3B | 4% |
| Annual Yield % from dividends | 0.67 | 0.84 | 80% |
| Returns for 1 year | 3.46 | -0.35 | -976% |
| Returns for 3 years | 16.49 | 30.79 | 54% |
| Returns for 5 years | 8.44 | 50.09 | 17% |
| Returns for 10 years | -8.95 | 55.99 | -16% |
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