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CAAIX vs JVMSX
CAAIX vs JVMSX Comparison
Open Charts CAAIX vs JVMSX
Ariel Appreciation Institutional
Price$40.87
Change+$0.32 (+0.79%)
VolumeN/A
Net Assets886.74M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
CAAIX vs JVMSX Comparison Chart in %
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CAAIX vs. JVMSX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. CAAIX (887M). CAAIX pays higher dividends than JVMSX: CAAIX (0.73) vs JVMSX (0.42). 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). JVMSX annual gain was more profitable for investors over the last year : 0.75 vs. CAAIX (0.13). JVMSX return over 5 years is better than : 55.91 vs. CAAIX (11.01).
| 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 | 4.048 | 9.064 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 23.1B | 4% |
| Annual Yield % from dividends | 0.73 | 0.42 | 174% |
| Returns for 1 year | 0.13 | 0.75 | 18% |
| Returns for 3 years | 4.25 | 20.42 | 21% |
| Returns for 5 years | 11.01 | 55.91 | 20% |
| Returns for 10 years | -17.82 | 46.42 | -38% |
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