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CAAIX vs JVMSX
CAAIX vs JVMSX Comparison
Open Charts CAAIX vs JVMSX
Ariel Appreciation Institutional
Price$40.99
Change-$0.65 (-1.56%)
VolumeN/A
Net Assets939.42M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
CAAIX vs JVMSX Comparison Chart in %
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CAAIX vs. JVMSX commentary
Feb 04, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. CAAIX (939M). JVMSX pays higher dividends than CAAIX: JVMSX (0.37) vs CAAIX (0.03). 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 (25.00). JVMSX has a lower initial minimum investment than CAAIX: JVMSX (0) vs CAAIX (1000000). JVMSX annual gain was more profitable for investors over the last year : 4.49 vs. CAAIX (3.51). JVMSX return over 5 years is better than : 20.95 vs. CAAIX (-6.98).
| 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 | 7.058 | 5.163 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 24.7B | 4% |
| Annual Yield % from dividends | 0.03 | 0.37 | 7% |
| Returns for 1 year | 3.51 | 4.49 | 78% |
| Returns for 3 years | 0.44 | 10.32 | 4% |
| Returns for 5 years | -6.98 | 20.95 | -33% |
| Returns for 10 years | 9.61 | 73.49 | 13% |
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