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CAAIX vs JVMTX
CAAIX vs JVMTX Comparison
Open Charts CAAIX vs JVMTX
Ariel Appreciation Institutional
Price$43.15
Change-$0.53 (-1.21%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.90
Change-$0.36 (-1.15%)
VolumeN/A
CapitalizationN/A
CAAIX vs JVMTX Comparison Chart
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CAAIX vs. JVMTX commentary
Dec 18, 2024
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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. CAAIX (1.01B). CAAIX pays higher dividends than JVMTX: CAAIX (1.04) vs JVMTX (0.73). CAAIX was incepted earlier than JVMTX: CAAIX (13 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. CAAIX (17.00). JVMTX has a lower initial minimum investment than CAAIX: JVMTX (0) vs CAAIX (1000000). JVMTX (11.00) and CAAIX (10.98) have marching annual gain over last year. JVMTX return over 5 years is better than : 41.32 vs. CAAIX (0.68).
| CAAIX | JVMTX | CAAIX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 10.020 | 13.021 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 23.7B | 4% |
| Annual Yield % from dividends | 1.04 | 0.73 | 143% |
| Returns for 1 year | 10.98 | 11.00 | 100% |
| Returns for 3 years | -4.73 | 17.45 | -27% |
| Returns for 5 years | 0.68 | 41.32 | 2% |
| Returns for 10 years | -12.37 | 59.48 | -21% |
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