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CAAIX vs JVMRX
CAAIX vs JVMRX Comparison
Open Charts CAAIX vs JVMRX
Ariel Appreciation Institutional
Price$41.85
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets885.12M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
CAAIX vs JVMRX Comparison Chart in %
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CAAIX vs. JVMRX commentary
Oct 19, 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 StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. CAAIX (885M). 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 : -1.56 vs. JVMRX (-4.79). JVMRX return over 5 years is better than : 47.93 vs. CAAIX (6.25).
| 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 | 6.543 | 9.837 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 23.7B | 4% |
| Annual Yield % from dividends | 0.67 | 0.84 | 80% |
| Returns for 1 year | -1.56 | -4.79 | 33% |
| Returns for 3 years | 11.79 | 25.62 | 46% |
| Returns for 5 years | 6.25 | 47.93 | 13% |
| Returns for 10 years | -10.79 | 52.40 | -21% |
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