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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$42.37
Change+$0.45 (+1.07%)
VolumeN/A
Net Assets886.87M
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets23.99B
CAAIX vs JVMRX Comparison Chart in %
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CAAIX vs. JVMRX commentary
Sep 28, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. CAAIX (887M). JVMRX pays higher dividends than CAAIX: JVMRX (0.84) vs CAAIX (0.67). CAAIX was incepted earlier than JVMRX: CAAIX (14 years) vs JVMRX (14 years). CAAIX (0.83) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. CAAIX (17.00). CAAIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. CAAIX annual gain was more profitable for investors over the last year : 1.92 vs. JVMRX (-0.78). JVMRX return over 5 years is better than : 62.54 vs. CAAIX (16.17).
| CAAIX | JVMRX | CAAIX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.74 | 112% |
| Annual Report Gross Expense Ratio | 0.83 | 0.75 | 111% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.867 | 11.804 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 24B | 4% |
| Annual Yield % from dividends | 0.67 | 0.84 | 79% |
| Returns for 1 year | 1.92 | -0.78 | -247% |
| Returns for 3 years | 18.44 | 35.31 | 52% |
| Returns for 5 years | 16.17 | 62.54 | 26% |
| Returns for 10 years | -1.97 | 66.11 | -3% |
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