Interact to see
Advertisement
Advertisement
CAAIX vs JVMIX
CAAIX vs JVMIX Comparison
Open Charts CAAIX vs JVMIX
Ariel Appreciation Institutional
Price$41.39
Change-$0.66 (-1.57%)
VolumeN/A
Net Assets863.2M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
CAAIX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAIX vs. JVMIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. CAAIX (863M). JVMIX pays higher dividends than CAAIX: JVMIX (0.75) vs CAAIX (0.68). 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 : -5.81 vs. JVMIX (-6.53). JVMIX return over 5 years is better than : 36.37 vs. CAAIX (-1.76).
| 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 | 5.372 | 9.796 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 24.2B | 4% |
| Annual Yield % from dividends | 0.68 | 0.75 | 90% |
| Returns for 1 year | -5.81 | -6.53 | 89% |
| Returns for 3 years | 1.26 | 15.24 | 8% |
| Returns for 5 years | -1.76 | 36.37 | -5% |
| Returns for 10 years | -12.55 | 50.51 | -25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| STXT | 20.20 | -0.05 | -0.25% |
| Strive Total Return Bond ETF | |||
| SIXH | 38.58 | -0.13 | -0.35% |
| ETC 6 Meridian Hdg Eq-Idx Opt Strat ETF | |||
| HYLB | 36.66 | -0.14 | -0.38% |
| Xtrackers USD High Yield Corp Bd ETF | |||
| ITDI | 37.39 | -0.61 | -1.62% |
| iShares LifePath Target Date 2065 ETF | |||
| UBRL | 30.38 | -1.23 | -3.88% |
| GraniteShares 2x Long UBER Daily ETF | |||