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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$42.50
Change+$1.46 (+3.56%)
VolumeN/A
Net Assets917.22M
JHancock Disciplined Value Mid Cap R6
Price$30.05
Change+$0.68 (+2.32%)
VolumeN/A
Net Assets24.15B
CAAPX vs JVMRX Comparison Chart in %
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CAAPX vs. JVMRX commentary
Aug 25, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. CAAPX (917M). 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 (0.75). 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 : 4.23 vs. JVMRX (1.99). JVMRX return over 5 years is better than : 57.76 vs. CAAPX (12.63).
| CAAPX | JVMRX | CAAPX / JVMRX | |
| Total Expense Ratio | 1.14 | 0.74 | 154% |
| Annual Report Gross Expense Ratio | 1.14 | 0.75 | 152% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 8.418 | 11.544 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 24.2B | 4% |
| Annual Yield % from dividends | 0.40 | 0.86 | 46% |
| Returns for 1 year | 4.23 | 1.99 | 213% |
| Returns for 3 years | 3.99 | 18.91 | 21% |
| Returns for 5 years | 12.63 | 57.76 | 22% |
| Returns for 10 years | -6.60 | 67.30 | -10% |
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