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CAAPX vs JVMSX
CAAPX vs JVMSX Comparison
Open Charts CAAPX vs JVMSX
Ariel Appreciation Investor
Price$40.04
Change-$0.30 (-0.74%)
VolumeN/A
Net Assets869.33M
JHancock Disciplined Value Mid Cap R2
Price$28.56
Change-$0.30 (-1.04%)
VolumeN/A
Net Assets22.77B
CAAPX vs JVMSX Comparison Chart in %
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CAAPX vs. JVMSX commentary
Aug 04, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.8B vs. CAAPX (869M). JVMSX (0.41) and CAAPX (0.40) have matching dividends . CAAPX was incepted earlier than JVMSX: CAAPX (36 years) vs JVMSX (13 years). JVMSX (1.26) 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). JVMSX annual gain was more profitable for investors over the last year : -2.36 vs. CAAPX (-2.95). JVMSX return over 5 years is better than : 51.88 vs. CAAPX (8.17).
| CAAPX | JVMSX | CAAPX / JVMSX | |
| Total Expense Ratio | 1.14 | 1.25 | 91% |
| Annual Report Gross Expense Ratio | 1.14 | 1.26 | 90% |
| Fund Existence | 36 years | 13 years | - |
| Gain YTD | 2.143 | 6.527 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 22.8B | 4% |
| Annual Yield % from dividends | 0.40 | 0.41 | 98% |
| Returns for 1 year | -2.95 | -2.36 | 125% |
| Returns for 3 years | -1.86 | 14.49 | -13% |
| Returns for 5 years | 8.17 | 51.88 | 16% |
| Returns for 10 years | -21.96 | 41.28 | -53% |
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