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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$41.38
Change-$0.50 (-1.19%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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CAAPX vs JVMRX Comparison Chart
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CAAPX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. CAAPX (1.02B). JVMRX pays higher dividends than CAAPX: JVMRX (0.93) vs CAAPX (0.74). CAAPX was incepted earlier than JVMRX: CAAPX (35 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. CAAPX (17.00). CAAPX has a lower initial minimum investment than JVMRX: CAAPX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 19.58 vs. CAAPX (9.59). JVMRX return over 5 years is better than : 44.82 vs. CAAPX (-4.28).
| CAAPX | JVMRX | CAAPX / JVMRX | |
| 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 | 11.221 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 23.4B | 4% |
| Annual Yield % from dividends | 0.74 | 0.93 | 79% |
| Returns for 1 year | 9.59 | 19.58 | 49% |
| Returns for 3 years | -16.71 | 13.96 | -120% |
| Returns for 5 years | -4.28 | 44.82 | -10% |
| Returns for 10 years | -21.55 | 65.88 | -33% |
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