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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$44.04
Change-$0.21 (-0.47%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.93
Change-$0.06 (-0.19%)
VolumeN/A
CapitalizationN/A
CAAPX vs JVMRX Comparison Chart
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CAAPX vs. JVMRX commentary
Nov 14, 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: 24.3B vs. CAAPX (1.05B). 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 : 23.45 vs. CAAPX (19.13). JVMRX return over 5 years is better than : 48.04 vs. CAAPX (-3.03).
| 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 | 12.519 | 16.703 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 24.3B | 4% |
| Annual Yield % from dividends | 0.74 | 0.93 | 79% |
| Returns for 1 year | 19.13 | 23.45 | 82% |
| Returns for 3 years | -18.91 | 9.71 | -195% |
| Returns for 5 years | -3.03 | 48.04 | -6% |
| Returns for 10 years | -20.01 | 67.36 | -30% |
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