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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$40.14
Change+$0.30 (+0.75%)
VolumeN/A
Net Assets966.13M
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
CAAIX vs JVMRX Comparison Chart
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CAAIX vs. JVMRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. CAAIX (966M). 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. CAAIX annual gain was more profitable for investors over the last year : 8.04 vs. JVMRX (5.82). JVMRX return over 5 years is better than : 26.86 vs. CAAIX (-7.78).
| 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 | 2.189 | 3.786 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 23.1B | 4% |
| Annual Yield % from dividends | 1.04 | 0.93 | 112% |
| Returns for 1 year | 8.04 | 5.82 | 138% |
| Returns for 3 years | -14.54 | 1.65 | -883% |
| Returns for 5 years | -7.78 | 26.86 | -29% |
| Returns for 10 years | -15.01 | 49.19 | -31% |
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