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CAAIX vs JVMSX
CAAIX vs JVMSX Comparison
Open Charts CAAIX vs JVMSX
Ariel Appreciation Institutional
Price$44.24
Change-$0.46 (-1.03%)
VolumeN/A
Net Assets921.72M
JHancock Disciplined Value Mid Cap R2
Price$30.37
Change-$0.21 (-0.69%)
VolumeN/A
Net Assets24.75B
CAAIX vs JVMSX Comparison Chart in %
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CAAIX vs. JVMSX commentary
Dec 14, 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. CAAIX (922M). 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 (25.00). 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 : 0.11 vs. JVMSX (-2.21). JVMSX return over 5 years is better than : 34.25 vs. CAAIX (8.34).
| 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 | 12.195 | 14.062 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 24.7B | 4% |
| Annual Yield % from dividends | 0.67 | 0.40 | 169% |
| Returns for 1 year | 0.11 | -2.21 | -5% |
| Returns for 3 years | 18.03 | 18.68 | 97% |
| Returns for 5 years | 8.34 | 34.25 | 24% |
| Returns for 10 years | 6.55 | 56.73 | 12% |
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