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CAAPX vs JVMAX
CAAPX vs JVMAX Comparison
Open Charts CAAPX vs JVMAX
Ariel Appreciation Investor
Price$32.43
Change+$0.29 (+0.90%)
VolumeN/A
Net Assets744.11M
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
CAAPX vs JVMAX Comparison Chart
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CAAPX vs. JVMAX commentary
Apr 18, 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. CAAPX (744M). JVMAX pays higher dividends than CAAPX: JVMAX (0.61) vs CAAPX (0.44). CAAPX was incepted earlier than JVMAX: CAAPX (35 years) vs JVMAX (28 years). CAAPX (1.14) and JVMAX (1.13) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. CAAPX (17.00). CAAPX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : -11.80 vs. CAAPX (-14.29). JVMAX return over 5 years is better than : 45.43 vs. CAAPX (-1.05).
| CAAPX | JVMAX | CAAPX / JVMAX | |
| Total Expense Ratio | 1.14 | 1.12 | 102% |
| Annual Report Gross Expense Ratio | 1.14 | 1.13 | 101% |
| Fund Existence | 35 years | 28 years | - |
| Gain YTD | -18.010 | -8.576 | 210% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 19.4B | 4% |
| Annual Yield % from dividends | 0.44 | 0.61 | 72% |
| Returns for 1 year | -14.29 | -11.80 | 121% |
| Returns for 3 years | -26.31 | -9.16 | 287% |
| Returns for 5 years | -1.05 | 45.43 | -2% |
| Returns for 10 years | -39.59 | 18.32 | -216% |
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