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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$43.02
Change-$0.11 (-0.26%)
VolumeN/A
Net Assets919.71M
JHancock Disciplined Value Mid Cap R6
Price$30.24
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets24.44B
CAAIX vs JVMRX Comparison Chart in %
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CAAIX vs. JVMRX commentary
Sep 17, 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: 24.4B vs. CAAIX (920M). 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 : 7.13 vs. JVMRX (2.42). JVMRX return over 5 years is better than : 54.51 vs. CAAIX (12.17).
| 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 | 9.801 | 12.658 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 24.4B | 4% |
| Annual Yield % from dividends | 0.67 | 0.84 | 79% |
| Returns for 1 year | 7.13 | 2.42 | 295% |
| Returns for 3 years | 11.81 | 26.37 | 45% |
| Returns for 5 years | 12.17 | 54.51 | 22% |
| Returns for 10 years | -5.90 | 61.70 | -10% |
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