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CAAPX vs JVMCX
CAAPX vs JVMCX Comparison
Open Charts CAAPX vs JVMCX
Ariel Appreciation Investor
Price$42.94
Change-$0.45 (-1.04%)
VolumeN/A
Net Assets908.87M
JHancock Disciplined Value Mid Cap C
Price$28.29
Change-$0.24 (-0.84%)
VolumeN/A
Net Assets24.23B
CAAPX vs JVMCX Comparison Chart in %
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CAAPX vs. JVMCX commentary
Sep 15, 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 Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. CAAPX (909M). CAAPX pays higher dividends than JVMCX: CAAPX (0.38) vs JVMCX (0.00). CAAPX was incepted earlier than JVMCX: CAAPX (36 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than CAAPX (1.14). JVMCX is a more actively managed with annual turnover of: 49.00 vs. CAAPX (17.00). CAAPX (1000) and JVMCX (1000) have matching initial minimum investment requirements. CAAPX annual gain was more profitable for investors over the last year : 8.68 vs. JVMCX (1.84). JVMCX return over 5 years is better than : 51.15 vs. CAAPX (12.95).
| CAAPX | JVMCX | CAAPX / JVMCX | |
| Total Expense Ratio | 1.14 | 1.85 | 62% |
| Annual Report Gross Expense Ratio | 1.14 | 1.86 | 61% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 9.541 | 11.818 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 24.2B | 4% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 8.68 | 1.84 | 473% |
| Returns for 3 years | 7.81 | 19.79 | 39% |
| Returns for 5 years | 12.95 | 51.15 | 25% |
| Returns for 10 years | -9.36 | 45.25 | -21% |
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