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CAAPX vs JVMAX
CAAPX vs JVMAX Comparison
Open Charts CAAPX vs JVMAX
Ariel Appreciation Investor
Price$39.62
Change+$0.15 (+0.38%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$25.72
Change+$0.04 (+0.16%)
VolumeN/A
CapitalizationN/A
CAAPX vs JVMAX Comparison Chart
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CAAPX vs. JVMAX commentary
Dec 27, 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 CAAPX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. CAAPX (965M). CAAPX pays higher dividends than JVMAX: CAAPX (0.74) vs JVMAX (0.67). CAAPX was incepted earlier than JVMAX: CAAPX (35 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. CAAPX (17.00). CAAPX (1000) and JVMAX (1000) have matching initial minimum investment requirements. CAAPX annual gain was more profitable for investors over the last year : 0.83 vs. JVMAX (-0.82). JVMAX return over 5 years is better than : 22.60 vs. CAAPX (-8.54).
| CAAPX | JVMAX | CAAPX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 28 years | - |
| Gain YTD | 1.631 | -0.434 | -375% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 22.6B | 4% |
| Annual Yield % from dividends | 0.74 | 0.67 | 111% |
| Returns for 1 year | 0.83 | -0.82 | -102% |
| Returns for 3 years | -15.51 | -0.73 | 2,116% |
| Returns for 5 years | -8.54 | 22.60 | -38% |
| Returns for 10 years | -22.22 | 35.28 | -63% |
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