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CAAPX vs JVMSX
CAAPX vs JVMSX Comparison
Open Charts CAAPX vs JVMSX
Ariel Appreciation Investor
Price$42.50
Change+$1.46 (+3.56%)
VolumeN/A
Net Assets917.22M
JHancock Disciplined Value Mid Cap R2
Price$29.81
Change+$0.67 (+2.30%)
VolumeN/A
Net Assets24.15B
CAAPX vs JVMSX Comparison Chart in %
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CAAPX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. CAAPX (917M). JVMSX (0.41) and CAAPX (0.40) have matching dividends . CAAPX was incepted earlier than JVMSX: CAAPX (36 years) vs JVMSX (13 years). JVMSX (1.25) is less costly to investors than CAAPX (1.14). JVMSX is a more actively managed with annual turnover of: 49.00 vs. CAAPX (17.00). JVMSX has a lower initial minimum investment than CAAPX: JVMSX (0) vs CAAPX (1000). CAAPX annual gain was more profitable for investors over the last year : 4.23 vs. JVMSX (1.40). JVMSX return over 5 years is better than : 55.10 vs. CAAPX (12.63).
| CAAPX | JVMSX | CAAPX / JVMSX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 1.14 | 1.25 | 91% |
| Fund Existence | 36 years | 13 years | - |
| Gain YTD | 8.418 | 11.190 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 24.2B | 4% |
| Annual Yield % from dividends | 0.40 | 0.41 | 98% |
| Returns for 1 year | 4.23 | 1.40 | 303% |
| Returns for 3 years | 3.99 | 17.63 | 23% |
| Returns for 5 years | 12.63 | 55.10 | 23% |
| Returns for 10 years | -6.60 | 62.04 | -11% |
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