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CAAIX vs JVMCX
CAAIX vs JVMCX Comparison
Open Charts CAAIX vs JVMCX
Ariel Appreciation Institutional
Price$42.67
Change+$0.64 (+1.52%)
VolumeN/A
Net Assets916.07M
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.32B
CAAIX vs JVMCX Comparison Chart in %
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CAAIX vs. JVMCX commentary
Sep 08, 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 Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. CAAIX (916M). CAAIX pays higher dividends than JVMCX: CAAIX (0.67) vs JVMCX (0.00). CAAIX was incepted earlier than JVMCX: CAAIX (14 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than CAAIX (0.83). JVMCX is a more actively managed with annual turnover of: 49.00 vs. CAAIX (17.00). JVMCX has a lower initial minimum investment than CAAIX: JVMCX (1000) vs CAAIX (1000000). CAAIX annual gain was more profitable for investors over the last year : 6.25 vs. JVMCX (1.22). JVMCX return over 5 years is better than : 48.03 vs. CAAIX (11.97).
| CAAIX | JVMCX | CAAIX / JVMCX | |
| Total Expense Ratio | 0.83 | 1.85 | 45% |
| Annual Report Gross Expense Ratio | 0.83 | 1.86 | 45% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 9.114 | 11.265 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 24.3B | 4% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 6.25 | 1.22 | 511% |
| Returns for 3 years | 10.39 | 21.25 | 49% |
| Returns for 5 years | 11.97 | 48.03 | 25% |
| Returns for 10 years | -7.86 | 45.05 | -17% |
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