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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$40.20
Change-$0.31 (-0.77%)
VolumeN/A
Net Assets869.33M
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change-$0.30 (-1.03%)
VolumeN/A
Net Assets22.77B
CAAIX vs JVMRX Comparison Chart in %
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CAAIX vs. JVMRX commentary
Aug 05, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.8B vs. CAAIX (869M). JVMRX pays higher dividends than CAAIX: JVMRX (0.86) vs CAAIX (0.70). CAAIX was incepted earlier than JVMRX: CAAIX (14 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: 49.00 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 : -1.79 vs. CAAIX (-2.65). JVMRX return over 5 years is better than : 54.55 vs. CAAIX (10.05).
| CAAIX | JVMRX | CAAIX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.75 | 111% |
| Annual Report Gross Expense Ratio | 0.83 | 0.76 | 109% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 2.342 | 6.867 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 22.8B | 4% |
| Annual Yield % from dividends | 0.70 | 0.86 | 81% |
| Returns for 1 year | -2.65 | -1.79 | 147% |
| Returns for 3 years | -0.88 | 15.81 | -6% |
| Returns for 5 years | 10.05 | 54.55 | 18% |
| Returns for 10 years | -19.57 | 45.92 | -43% |
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