Interact to see
Advertisement
Advertisement
CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$35.95
Change-$0.20 (-0.55%)
VolumeN/A
Net Assets798.56M
JHancock Disciplined Value Mid Cap R6
Price$27.48
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets21.4B
CAAPX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. JVMRX commentary
Jun 02, 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: 21.4B vs. CAAPX (799M). JVMRX pays higher dividends than CAAPX: JVMRX (0.91) vs CAAPX (0.45). CAAPX was incepted earlier than JVMRX: CAAPX (36 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 : -3.69 vs. CAAPX (-6.57). JVMRX return over 5 years is better than : 53.13 vs. CAAPX (1.73).
| CAAPX | JVMRX | CAAPX / JVMRX | |
| Total Expense Ratio | 1.14 | 0.75 | 152% |
| Annual Report Gross Expense Ratio | 1.14 | 0.76 | 150% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | -8.291 | 2.004 | -414% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 21.4B | 4% |
| Annual Yield % from dividends | 0.45 | 0.91 | 49% |
| Returns for 1 year | -6.57 | -3.69 | 178% |
| Returns for 3 years | -16.18 | 5.90 | -274% |
| Returns for 5 years | 1.73 | 53.13 | 3% |
| Returns for 10 years | -32.48 | 36.65 | -89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers