Interact to see
Advertisement
Advertisement
CAAPX vs JVMCX
CAAPX vs JVMCX Comparison
Open Charts CAAPX vs JVMCX
CAAPX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. JVMCX commentary
Jul 23, 2026
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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.2B vs. CAAPX (942M). CAAPX pays higher dividends than JVMCX: CAAPX (0.03) vs JVMCX (0.00). CAAPX was incepted earlier than JVMCX: CAAPX (37 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than CAAPX (1.15). JVMCX is a more actively managed with annual turnover of: 48.00 vs. CAAPX (25.00). CAAPX (1000) and JVMCX (1000) have matching initial minimum investment requirements. CAAPX annual gain was more profitable for investors over the last year : 11.53 vs. JVMCX (4.94). JVMCX return over 5 years is better than : 8.57 vs. CAAPX (-11.81).
| CAAPX | JVMCX | CAAPX / JVMCX | |
| Total Expense Ratio | 1.15 | 1.85 | 62% |
| Annual Report Gross Expense Ratio | 1.15 | 1.86 | 62% |
| Fund Existence | 37 years | 15 years | - |
| Gain YTD | 13.893 | 11.181 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 23.2B | 4% |
| Annual Yield % from dividends | 0.03 | 0.00 | - |
| Returns for 1 year | 11.53 | 4.94 | 233% |
| Returns for 3 years | 6.18 | 11.46 | 54% |
| Returns for 5 years | -11.81 | 8.57 | -138% |
| Returns for 10 years | -2.23 | 42.65 | -5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement