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CAAIX vs JVMSX
CAAIX vs JVMSX Comparison
Open Charts CAAIX vs JVMSX
Ariel Appreciation Institutional
Price$41.00
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets849.69M
JHancock Disciplined Value Mid Cap R2
Price$29.28
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets23.71B
CAAIX vs JVMSX Comparison Chart in %
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CAAIX vs. JVMSX commentary
Nov 25, 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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.7B vs. CAAIX (850M). CAAIX pays higher dividends than JVMSX: CAAIX (0.68) vs JVMSX (0.41). CAAIX was incepted earlier than JVMSX: CAAIX (14 years) vs JVMSX (14 years). JVMSX (1.25) 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 (-8.18) and JVMSX (-8.57) have marching annual gain over last year. JVMSX return over 5 years is better than : 28.06 vs. CAAIX (2.10).
| CAAIX | JVMSX | CAAIX / JVMSX | |
| Total Expense Ratio | 0.83 | 1.24 | 67% |
| Annual Report Gross Expense Ratio | 0.83 | 1.25 | 66% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 4.048 | 8.616 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 23.7B | 4% |
| Annual Yield % from dividends | 0.68 | 0.41 | 167% |
| Returns for 1 year | -8.18 | -8.57 | 95% |
| Returns for 3 years | 6.22 | 10.97 | 57% |
| Returns for 5 years | 2.10 | 28.06 | 7% |
| Returns for 10 years | -7.06 | 42.33 | -17% |
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