CAAPX
Price
$40.03
Change
+$0.23 (+0.58%)
Updated
Jul 3 closing price
Net Assets
878M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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CAAPX vs JVMRX

Header iconCAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRXBanner chart's image
Ariel Appreciation Investor
Price$40.03
Change+$0.23 (+0.58%)
VolumeN/A
Net Assets878M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
CAAPX vs JVMRX Comparison Chart in %
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CAAPX vs. JVMRX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. CAAPX (878M). JVMRX pays higher dividends than CAAPX: JVMRX (0.88) vs CAAPX (0.42). 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: 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 : 5.65 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. CAAPX (12.88).
CAAPXJVMRXCAAPX / JVMRX
Total Expense Ratio1.140.75152%
Annual Report Gross Expense Ratio1.140.76150%
Fund Existence36 years14 years-
Gain YTD2.1178.50025%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets878M22.6B4%
Annual Yield % from dividends0.420.8848%
Returns for 1 year5.653.59157%
Returns for 3 years4.8524.1420%
Returns for 5 years12.8863.3220%
Returns for 10 years-22.5449.30-46%
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