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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$39.33
Change-$0.84 (-2.09%)
VolumeN/A
Net Assets936.74M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
CAAPX vs JVMRX Comparison Chart
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CAAPX vs. JVMRX commentary
Feb 23, 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 StrongBuy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. CAAPX (937M). 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 : 2.64 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. CAAPX (-8.41).
| 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 | 0.332 | 2.079 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 937M | 22.5B | 4% |
| Annual Yield % from dividends | 0.74 | 0.93 | 79% |
| Returns for 1 year | 2.64 | -1.71 | -155% |
| Returns for 3 years | -11.52 | 4.02 | -287% |
| Returns for 5 years | -8.41 | 25.72 | -33% |
| Returns for 10 years | -25.21 | 38.31 | -66% |
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