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CAAIX vs JVMIX
CAAIX vs JVMIX Comparison
Open Charts CAAIX vs JVMIX
Ariel Appreciation Institutional
Price$40.87
Change+$0.32 (+0.79%)
VolumeN/A
Net Assets886.74M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
CAAIX vs JVMIX Comparison Chart in %
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CAAIX vs. JVMIX commentary
Jul 27, 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. CAAIX (887M). JVMIX pays higher dividends than CAAIX: JVMIX (0.78) vs CAAIX (0.73). CAAIX was incepted earlier than JVMIX: CAAIX (14 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than CAAIX (0.83). JVMIX is a more actively managed with annual turnover of: 49.00 vs. CAAIX (17.00). JVMIX has a lower initial minimum investment than CAAIX: JVMIX (250000) vs CAAIX (1000000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. CAAIX (0.13). JVMIX return over 5 years is better than : 58.07 vs. CAAIX (11.01).
| CAAIX | JVMIX | CAAIX / JVMIX | |
| Total Expense Ratio | 0.83 | 0.87 | 95% |
| Annual Report Gross Expense Ratio | 0.83 | 0.88 | 94% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 4.048 | 9.314 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 23.1B | 4% |
| Annual Yield % from dividends | 0.73 | 0.78 | 94% |
| Returns for 1 year | 0.13 | 1.20 | 11% |
| Returns for 3 years | 4.25 | 21.47 | 20% |
| Returns for 5 years | 11.01 | 58.07 | 19% |
| Returns for 10 years | -17.82 | 50.28 | -35% |
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