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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$35.45
Change+$0.61 (+1.75%)
VolumeN/A
Net Assets800.09M
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
CAAPX vs JVMRX Comparison Chart
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CAAPX vs. JVMRX commentary
May 09, 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: 20.6B vs. CAAPX (800M). JVMRX pays higher dividends than CAAPX: JVMRX (0.96) vs CAAPX (0.47). 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 : -7.91 vs. CAAPX (-10.42). JVMRX return over 5 years is better than : 53.53 vs. CAAPX (3.31).
| 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 | -11.122 | -2.227 | 499% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 20.6B | 4% |
| Annual Yield % from dividends | 0.47 | 0.96 | 49% |
| Returns for 1 year | -10.42 | -7.91 | 132% |
| Returns for 3 years | -15.42 | 5.83 | -264% |
| Returns for 5 years | 3.31 | 53.53 | 6% |
| Returns for 10 years | -34.72 | 31.98 | -109% |
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