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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
Jun 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.8B vs. CAAIX (931M). JVMRX pays higher dividends than CAAIX: JVMRX (0.81) vs CAAIX (0.02). CAAIX was incepted earlier than JVMRX: CAAIX (14 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. CAAIX annual gain was more profitable for investors over the last year : 18.00 vs. JVMRX (8.41). JVMRX return over 5 years is better than : 13.84 vs. CAAIX (-12.09).
| CAAIX | JVMRX | CAAIX / JVMRX | |
| Total Expense Ratio | 0.84 | 0.74 | 114% |
| Annual Report Gross Expense Ratio | 0.84 | 0.75 | 112% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 11.283 | 8.594 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 22.8B | 4% |
| Annual Yield % from dividends | 0.02 | 0.81 | 3% |
| Returns for 1 year | 18.00 | 8.41 | 214% |
| Returns for 3 years | 9.57 | 19.09 | 50% |
| Returns for 5 years | -12.09 | 13.84 | -87% |
| Returns for 10 years | 2.24 | 61.37 | 4% |
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