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CAAIX vs JVMSX
CAAIX vs JVMSX Comparison
Open Charts CAAIX vs JVMSX
Ariel Appreciation Institutional
Price$41.31
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets890.05M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
CAAIX vs JVMSX Comparison Chart in %
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CAAIX vs. JVMSX commentary
Aug 18, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. CAAIX (890M). CAAIX pays higher dividends than JVMSX: CAAIX (0.70) vs JVMSX (0.41). CAAIX was incepted earlier than JVMSX: CAAIX (14 years) vs JVMSX (13 years). JVMSX (1.26) 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 : 2.11 vs. JVMSX (0.34). JVMSX return over 5 years is better than : 48.09 vs. CAAIX (7.20).
| CAAIX | JVMSX | CAAIX / JVMSX | |
| Total Expense Ratio | 0.83 | 1.25 | 66% |
| Annual Report Gross Expense Ratio | 0.83 | 1.26 | 66% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 5.168 | 8.728 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 23.6B | 4% |
| Annual Yield % from dividends | 0.70 | 0.41 | 170% |
| Returns for 1 year | 2.11 | 0.34 | 618% |
| Returns for 3 years | -3.33 | 10.96 | -30% |
| Returns for 5 years | 7.20 | 48.09 | 15% |
| Returns for 10 years | -15.92 | 41.60 | -38% |
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