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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$40.04
Change-$0.30 (-0.74%)
VolumeN/A
Net Assets869.33M
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change-$0.30 (-1.03%)
VolumeN/A
Net Assets22.77B
CAAPX vs JVMRX Comparison Chart in %
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CAAPX vs. JVMRX commentary
Aug 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.8B vs. CAAPX (869M). JVMRX pays higher dividends than CAAPX: JVMRX (0.86) vs CAAPX (0.40). 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). JVMRX annual gain was more profitable for investors over the last year : -1.79 vs. CAAPX (-2.95). JVMRX return over 5 years is better than : 54.55 vs. CAAPX (8.17).
| 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 | 2.143 | 6.867 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 22.8B | 4% |
| Annual Yield % from dividends | 0.40 | 0.86 | 46% |
| Returns for 1 year | -2.95 | -1.79 | 164% |
| Returns for 3 years | -1.86 | 15.81 | -12% |
| Returns for 5 years | 8.17 | 54.55 | 15% |
| Returns for 10 years | -21.96 | 45.92 | -48% |
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