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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$41.17
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets940.23M
JHancock Disciplined Value Mid Cap R6
Price$28.64
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.6B
CAAIX vs JVMRX Comparison Chart in %
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CAAIX vs. JVMRX commentary
Jan 14, 2026
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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.6B vs. CAAIX (940M). JVMRX pays higher dividends than CAAIX: JVMRX (0.85) vs CAAIX (0.03). 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 (25.00). CAAIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 7.01 vs. CAAIX (6.19). JVMRX return over 5 years is better than : 20.59 vs. CAAIX (-7.35).
| 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 | 6.054 | 4.297 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 940M | 24.6B | 4% |
| Annual Yield % from dividends | 0.03 | 0.85 | 3% |
| Returns for 1 year | 6.19 | 7.01 | 88% |
| Returns for 3 years | 3.73 | 14.51 | 26% |
| Returns for 5 years | -7.35 | 20.59 | -36% |
| Returns for 10 years | 10.84 | 75.38 | 14% |
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