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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$39.62
Change+$0.15 (+0.38%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change+$0.05 (+0.18%)
VolumeN/A
CapitalizationN/A
CAAPX vs JVMRX Comparison Chart
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CAAPX vs. JVMRX commentary
Dec 27, 2024
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: 22.6B vs. CAAPX (965M). JVMRX pays higher dividends than CAAPX: JVMRX (0.93) vs CAAPX (0.74). CAAPX was incepted earlier than JVMRX: CAAPX (35 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 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 : 0.83 vs. JVMRX (0.13). JVMRX return over 5 years is better than : 25.68 vs. CAAPX (-8.54).
| CAAPX | JVMRX | CAAPX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 13 years | - |
| Gain YTD | 1.631 | 0.566 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 22.6B | 4% |
| Annual Yield % from dividends | 0.74 | 0.93 | 79% |
| Returns for 1 year | 0.83 | 0.13 | 656% |
| Returns for 3 years | -15.51 | 1.01 | -1,535% |
| Returns for 5 years | -8.54 | 25.68 | -33% |
| Returns for 10 years | -22.22 | 41.58 | -53% |
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