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CAAPX vs JVMIX
CAAPX vs JVMIX Comparison
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CAAPX vs JVMIX Comparison Chart in %
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CAAPX vs. JVMIX commentary
Sep 04, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. CAAPX (959M). JVMIX pays higher dividends than CAAPX: JVMIX (0.65) vs CAAPX (0.03). CAAPX was incepted earlier than JVMIX: CAAPX (37 years) vs JVMIX (29 years). CAAPX (1.15) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. CAAPX (25.00). CAAPX has a lower initial minimum investment than JVMIX: CAAPX (1000) vs JVMIX (250000). CAAPX annual gain was more profitable for investors over the last year : 8.09 vs. JVMIX (7.04). JVMIX return over 5 years is better than : 15.48 vs. CAAPX (-12.98).
| CAAPX | JVMIX | CAAPX / JVMIX | |
| Total Expense Ratio | 1.15 | 0.85 | 135% |
| Annual Report Gross Expense Ratio | 1.15 | 0.86 | 134% |
| Fund Existence | 37 years | 29 years | - |
| Gain YTD | 17.159 | 15.107 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 959M | 23.6B | 4% |
| Annual Yield % from dividends | 0.03 | 0.65 | 4% |
| Returns for 1 year | 8.09 | 7.04 | 115% |
| Returns for 3 years | 13.57 | 21.46 | 63% |
| Returns for 5 years | -12.98 | 15.48 | -84% |
| Returns for 10 years | -2.14 | 57.96 | -4% |
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