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CAAPX vs JVMCX
CAAPX vs JVMCX Comparison
Open Charts CAAPX vs JVMCX
Ariel Appreciation Investor
Price$41.38
Change-$0.50 (-1.19%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$28.59
Change-$0.18 (-0.63%)
VolumeN/A
CapitalizationN/A
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CAAPX vs JVMCX Comparison Chart
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CAAPX vs. JVMCX commentary
Sep 21, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. CAAPX (1.02B). CAAPX pays higher dividends than JVMCX: CAAPX (0.74) vs JVMCX (0.01). CAAPX was incepted earlier than JVMCX: CAAPX (35 years) vs JVMCX (13 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. CAAPX (17.00). CAAPX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : 18.06 vs. CAAPX (9.59). JVMCX return over 5 years is better than : 38.74 vs. CAAPX (-4.28).
| CAAPX | JVMCX | CAAPX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 13 years | - |
| Gain YTD | 5.723 | 10.301 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 23.4B | 4% |
| Annual Yield % from dividends | 0.74 | 0.01 | 5,220% |
| Returns for 1 year | 9.59 | 18.06 | 53% |
| Returns for 3 years | -16.71 | 10.70 | -156% |
| Returns for 5 years | -4.28 | 38.74 | -11% |
| Returns for 10 years | -21.55 | 51.69 | -42% |
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