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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
CAAPX vs JVMRX Comparison Chart in %
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CAAPX vs. JVMRX commentary
Jun 03, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. CAAPX (928M). JVMRX pays higher dividends than CAAPX: JVMRX (0.81) 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: 49.00 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 : 18.38 vs. JVMRX (7.17). JVMRX return over 5 years is better than : 5.11 vs. CAAPX (-20.13).
| 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 | 9.513 | 6.227 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 22.5B | 4% |
| Annual Yield % from dividends | 0.03 | 0.81 | 4% |
| Returns for 1 year | 18.38 | 7.17 | 256% |
| Returns for 3 years | 10.89 | 20.52 | 53% |
| Returns for 5 years | -20.13 | 5.11 | -394% |
| Returns for 10 years | -3.97 | 54.85 | -7% |
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