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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$32.43
Change+$0.29 (+0.90%)
VolumeN/A
Net Assets744.11M
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
CAAPX vs JVMRX Comparison Chart
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CAAPX vs. JVMRX commentary
Apr 18, 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 Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.4B vs. CAAPX (744M). JVMRX pays higher dividends than CAAPX: JVMRX (0.94) vs CAAPX (0.44). CAAPX was incepted earlier than JVMRX: CAAPX (35 years) vs JVMRX (14 years). CAAPX (1.14) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 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 : -10.95 vs. CAAPX (-14.29). JVMRX return over 5 years is better than : 49.07 vs. CAAPX (-1.05).
| CAAPX | JVMRX | CAAPX / JVMRX | |
| Total Expense Ratio | 1.14 | 0.75 | 152% |
| Annual Report Gross Expense Ratio | 1.14 | 0.76 | 150% |
| Fund Existence | 35 years | 14 years | - |
| Gain YTD | -18.010 | -8.463 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 19.4B | 4% |
| Annual Yield % from dividends | 0.44 | 0.94 | 47% |
| Returns for 1 year | -14.29 | -10.95 | 131% |
| Returns for 3 years | -26.31 | -7.58 | 347% |
| Returns for 5 years | -1.05 | 49.07 | -2% |
| Returns for 10 years | -39.59 | 23.85 | -166% |
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