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CAAIX vs JVMIX
CAAIX vs JVMIX Comparison
Open Charts CAAIX vs JVMIX
Ariel Appreciation Institutional
Price$42.67
Change+$0.64 (+1.52%)
VolumeN/A
Net Assets916.07M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
CAAIX vs JVMIX Comparison Chart in %
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CAAIX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. CAAIX (916M). JVMIX pays higher dividends than CAAIX: JVMIX (0.74) vs CAAIX (0.67). CAAIX was incepted earlier than JVMIX: CAAIX (14 years) vs JVMIX (28 years). JVMIX (0.86) and CAAIX (0.83) have similar cost to investors . 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). CAAIX annual gain was more profitable for investors over the last year : 6.25 vs. JVMIX (2.91). JVMIX return over 5 years is better than : 54.86 vs. CAAIX (11.97).
| CAAIX | JVMIX | CAAIX / JVMIX | |
| Total Expense Ratio | 0.83 | 0.85 | 98% |
| Annual Report Gross Expense Ratio | 0.83 | 0.86 | 97% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 9.114 | 11.985 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 24.3B | 4% |
| Annual Yield % from dividends | 0.67 | 0.74 | 90% |
| Returns for 1 year | 6.25 | 2.91 | 215% |
| Returns for 3 years | 10.39 | 24.95 | 42% |
| Returns for 5 years | 11.97 | 54.86 | 22% |
| Returns for 10 years | -7.86 | 58.60 | -13% |
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