Ad is loading...
CAAPX vs JVMAX
CAAPX vs JVMAX Comparison
Open Charts CAAPX vs JVMAX
Ariel Appreciation Investor
Price$39.33
Change-$0.84 (-2.09%)
VolumeN/A
Net Assets936.74M
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
CAAPX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. JVMAX commentary
Feb 23, 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 CAAPX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. CAAPX (937M). 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 : 2.64 vs. JVMAX (-2.62). JVMAX return over 5 years is better than : 22.67 vs. CAAPX (-8.41).
| 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 | 0.332 | 2.046 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 22.5B | 4% |
| Annual Yield % from dividends | 0.74 | 0.67 | 111% |
| Returns for 1 year | 2.64 | -2.62 | -101% |
| Returns for 3 years | -11.52 | 2.26 | -510% |
| Returns for 5 years | -8.41 | 22.67 | -37% |
| Returns for 10 years | -25.21 | 32.20 | -78% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KURE | 15.82 | 0.55 | +3.60% |
| KraneShares MSCI All China Hlth Care ETF | |||
| SRET | 20.89 | -0.16 | -0.76% |
| Global X SuperDividend® REIT ETF | |||
| CWB | 79.87 | -1.01 | -1.25% |
| SPDR® Blmbg Convert Secs ETF | |||
| INDF | 33.88 | -0.52 | -1.53% |
| Range India Financials ETF | |||
| EQAL | 49.44 | -0.82 | -1.63% |
| Invesco Russell 1000 Equal Weight ETF | |||