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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
CAAIX vs JVMRX Comparison Chart in %
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CAAIX vs. JVMRX commentary
Sep 13, 2026
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: 23.2B vs. CAAIX (932M). JVMRX pays higher dividends than CAAIX: JVMRX (0.74) vs CAAIX (0.02). CAAIX was incepted earlier than JVMRX: CAAIX (15 years) vs JVMRX (15 years). CAAIX (0.84) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. CAAIX (25.00). CAAIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 2.46 vs. CAAIX (1.89). JVMRX return over 5 years is better than : 16.49 vs. CAAIX (-11.78).
| CAAIX | JVMRX | CAAIX / JVMRX | |
| Total Expense Ratio | 0.84 | 0.74 | 114% |
| Annual Report Gross Expense Ratio | 0.84 | 0.75 | 112% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 14.348 | 13.256 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 23.2B | 4% |
| Annual Yield % from dividends | 0.02 | 0.74 | 3% |
| Returns for 1 year | 1.89 | 2.46 | 77% |
| Returns for 3 years | 14.73 | 21.93 | 67% |
| Returns for 5 years | -11.78 | 16.49 | -71% |
| Returns for 10 years | 2.24 | 61.53 | 4% |
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