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CAAIX vs JVMIX
CAAIX vs JVMIX Comparison
Open Charts CAAIX vs JVMIX
Ariel Appreciation Institutional
Price$41.31
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets890.05M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
CAAIX vs JVMIX Comparison Chart in %
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CAAIX vs. JVMIX commentary
Aug 18, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. CAAIX (890M). JVMIX pays higher dividends than CAAIX: JVMIX (0.76) vs CAAIX (0.70). 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). CAAIX annual gain was more profitable for investors over the last year : 2.11 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. CAAIX (7.20).
| 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 | 5.168 | 8.980 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 23.6B | 4% |
| Annual Yield % from dividends | 0.70 | 0.76 | 91% |
| Returns for 1 year | 2.11 | 0.76 | 278% |
| Returns for 3 years | -3.33 | 11.90 | -28% |
| Returns for 5 years | 7.20 | 50.10 | 14% |
| Returns for 10 years | -15.92 | 45.29 | -35% |
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