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CAAIX vs JVMAX
CAAIX vs JVMAX Comparison
Open Charts CAAIX vs JVMAX
Ariel Appreciation Institutional
Price$36.56
Change-$0.78 (-2.09%)
VolumeN/A
Net Assets803.9M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
CAAIX vs JVMAX Comparison Chart
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CAAIX vs. JVMAX commentary
Jun 16, 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 CAAIX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. CAAIX (804M). CAAIX pays higher dividends than JVMAX: CAAIX (0.78) vs JVMAX (0.60). CAAIX was incepted earlier than JVMAX: CAAIX (13 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than CAAIX (0.83). JVMAX is a more actively managed with annual turnover of: 47.00 vs. CAAIX (17.00). JVMAX has a lower initial minimum investment than CAAIX: JVMAX (1000) vs CAAIX (1000000). JVMAX annual gain was more profitable for investors over the last year : -3.68 vs. CAAIX (-4.23). JVMAX return over 5 years is better than : 48.97 vs. CAAIX (3.78).
| CAAIX | JVMAX | CAAIX / JVMAX | |
| Total Expense Ratio | 0.83 | 1.12 | 74% |
| Annual Report Gross Expense Ratio | 0.83 | 1.13 | 73% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | -6.925 | 2.360 | -293% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 21.5B | 4% |
| Annual Yield % from dividends | 0.78 | 0.60 | 131% |
| Returns for 1 year | -4.23 | -3.68 | 115% |
| Returns for 3 years | -3.39 | 15.06 | -23% |
| Returns for 5 years | 3.78 | 48.97 | 8% |
| Returns for 10 years | -28.95 | 31.57 | -92% |
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