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CAAIX vs JVMSX
CAAIX vs JVMSX Comparison
Open Charts CAAIX vs JVMSX
Ariel Appreciation Institutional
Price$41.85
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets885.12M
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.74B
CAAIX vs JVMSX Comparison Chart in %
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CAAIX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.7B vs. CAAIX (885M). CAAIX pays higher dividends than JVMSX: CAAIX (0.67) vs JVMSX (0.40). CAAIX was incepted earlier than JVMSX: CAAIX (14 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than CAAIX (0.83). JVMSX is a more actively managed with annual turnover of: 49.00 vs. CAAIX (17.00). JVMSX has a lower initial minimum investment than CAAIX: JVMSX (0) vs CAAIX (1000000). CAAIX annual gain was more profitable for investors over the last year : -1.56 vs. JVMSX (-5.30). JVMSX return over 5 years is better than : 45.42 vs. CAAIX (6.25).
| CAAIX | JVMSX | CAAIX / JVMSX | |
| Total Expense Ratio | 0.83 | 1.24 | 67% |
| Annual Report Gross Expense Ratio | 0.83 | 1.25 | 66% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 6.543 | 9.399 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 23.7B | 4% |
| Annual Yield % from dividends | 0.67 | 0.40 | 168% |
| Returns for 1 year | -1.56 | -5.30 | 29% |
| Returns for 3 years | 11.79 | 24.28 | 49% |
| Returns for 5 years | 6.25 | 45.42 | 14% |
| Returns for 10 years | -10.79 | 47.59 | -23% |
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