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CAAPX vs JVMCX
CAAPX vs JVMCX Comparison
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CAAPX vs JVMCX Comparison Chart in %
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CAAPX vs. JVMCX commentary
Jun 24, 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: 22.9B vs. CAAPX (938M). 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 : 17.08 vs. JVMCX (6.33). JVMCX return over 5 years is better than : 4.62 vs. CAAPX (-14.32).
| 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 | 12.312 | 8.366 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 22.9B | 4% |
| Annual Yield % from dividends | 0.03 | 0.00 | - |
| Returns for 1 year | 17.08 | 6.33 | 270% |
| Returns for 3 years | 12.61 | 16.34 | 77% |
| Returns for 5 years | -14.32 | 4.62 | -310% |
| Returns for 10 years | 2.55 | 48.50 | 5% |
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