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CAAIX vs JVMTX
CAAIX vs JVMTX Comparison
Open Charts CAAIX vs JVMTX
Ariel Appreciation Institutional
Price$43.37
Change-$0.45 (-1.03%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
CAAIX vs JVMTX Comparison Chart
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CAAIX vs. JVMTX commentary
Nov 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. CAAIX (1.02B). 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 annual gain was more profitable for investors over the last year : 21.44 vs. CAAIX (17.24). JVMTX return over 5 years is better than : 44.38 vs. CAAIX (-3.30).
| 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 | 10.581 | 14.484 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 23.8B | 4% |
| Annual Yield % from dividends | 1.04 | 0.73 | 143% |
| Returns for 1 year | 17.24 | 21.44 | 80% |
| Returns for 3 years | -19.49 | 7.23 | -270% |
| Returns for 5 years | -3.30 | 44.38 | -7% |
| Returns for 10 years | -19.59 | 60.91 | -32% |
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