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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$42.94
Change-$0.45 (-1.04%)
VolumeN/A
Net Assets908.87M
JHancock Disciplined Value Mid Cap R6
Price$30.35
Change-$0.26 (-0.85%)
VolumeN/A
Net Assets24.23B
CAAPX vs JVMRX Comparison Chart in %
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CAAPX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. CAAPX (909M). JVMRX pays higher dividends than CAAPX: JVMRX (0.84) vs CAAPX (0.38). CAAPX was incepted earlier than JVMRX: CAAPX (36 years) vs JVMRX (14 years). CAAPX (1.14) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. CAAPX (17.00). CAAPX has a lower initial minimum investment than JVMRX: CAAPX (1000) vs JVMRX (1000000). CAAPX annual gain was more profitable for investors over the last year : 8.68 vs. JVMRX (3.63). JVMRX return over 5 years is better than : 58.77 vs. CAAPX (12.95).
| CAAPX | JVMRX | CAAPX / JVMRX | |
| Total Expense Ratio | 1.14 | 0.74 | 154% |
| Annual Report Gross Expense Ratio | 1.14 | 0.75 | 152% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 9.541 | 12.658 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 24.2B | 4% |
| Annual Yield % from dividends | 0.38 | 0.84 | 45% |
| Returns for 1 year | 8.68 | 3.63 | 239% |
| Returns for 3 years | 7.81 | 23.75 | 33% |
| Returns for 5 years | 12.95 | 58.77 | 22% |
| Returns for 10 years | -9.36 | 59.75 | -16% |
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