Interact to see
Advertisement
Advertisement
CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
CAAPX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. JVMRX commentary
Aug 12, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. CAAPX (987M). JVMRX pays higher dividends than CAAPX: JVMRX (0.75) vs CAAPX (0.03). CAAPX was incepted earlier than JVMRX: CAAPX (37 years) vs JVMRX (15 years). CAAPX (1.15) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. CAAPX (25.00). 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 : 15.95 vs. JVMRX (12.31). JVMRX return over 5 years is better than : 17.40 vs. CAAPX (-10.97).
| CAAPX | JVMRX | CAAPX / JVMRX | |
| Total Expense Ratio | 1.15 | 0.74 | 155% |
| Annual Report Gross Expense Ratio | 1.15 | 0.75 | 153% |
| Fund Existence | 37 years | 15 years | - |
| Gain YTD | 19.907 | 17.407 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 987M | 24.2B | 4% |
| Annual Yield % from dividends | 0.03 | 0.75 | 4% |
| Returns for 1 year | 15.95 | 12.31 | 130% |
| Returns for 3 years | 14.25 | 24.46 | 58% |
| Returns for 5 years | -10.97 | 17.40 | -63% |
| Returns for 10 years | 0.75 | 65.03 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRMKX | 18.19 | -0.01 | -0.05% |
| iShares Russell Mid-Cap Index K | |||
| RTLAX | 106.96 | -0.06 | -0.06% |
| Russell Inv Tax-Managed US Large Cap A | |||
| QISOX | 15.52 | -0.03 | -0.19% |
| Pear Tree Polaris Intl Opps Ord | |||
| PMIRX | 11.70 | -0.03 | -0.26% |
| Franklin Multi-Asset Income R | |||
| SESVX | 27.94 | -0.14 | -0.50% |
| SEI Small Cap Value F (SIMT) | |||