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CAAIX vs JVMSX
CAAIX vs JVMSX Comparison
Open Charts CAAIX vs JVMSX
Ariel Appreciation Institutional
Price$39.96
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets864.57M
JHancock Disciplined Value Mid Cap R2
Price$28.68
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets23.23B
CAAIX vs JVMSX Comparison Chart in %
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CAAIX vs. JVMSX commentary
Aug 12, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. CAAIX (865M). CAAIX pays higher dividends than JVMSX: CAAIX (0.70) vs JVMSX (0.41). CAAIX was incepted earlier than JVMSX: CAAIX (14 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than CAAIX (0.83). JVMSX is a more actively managed with annual turnover of: 49.00 vs. CAAIX (17.00). JVMSX has a lower initial minimum investment than CAAIX: JVMSX (0) vs CAAIX (1000000). CAAIX annual gain was more profitable for investors over the last year : 1.51 vs. JVMSX (1.18). JVMSX return over 5 years is better than : 45.25 vs. CAAIX (3.51).
| CAAIX | JVMSX | CAAIX / JVMSX | |
| Total Expense Ratio | 0.83 | 1.25 | 66% |
| Annual Report Gross Expense Ratio | 0.83 | 1.26 | 66% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 1.731 | 7.124 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 23.2B | 4% |
| Annual Yield % from dividends | 0.70 | 0.41 | 170% |
| Returns for 1 year | 1.51 | 1.18 | 128% |
| Returns for 3 years | -6.02 | 9.73 | -62% |
| Returns for 5 years | 3.51 | 45.25 | 8% |
| Returns for 10 years | -18.84 | 39.98 | -47% |
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