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CAAIX vs JVMTX
CAAIX vs JVMTX Comparison
Open Charts CAAIX vs JVMTX
Ariel Appreciation Institutional
Price$36.56
Change-$0.78 (-2.09%)
VolumeN/A
Net Assets803.9M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
CAAIX vs JVMTX Comparison Chart
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CAAIX vs. JVMTX commentary
Jun 16, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. CAAIX (804M). CAAIX pays higher dividends than JVMTX: CAAIX (0.78) vs JVMTX (0.67). CAAIX was incepted earlier than JVMTX: CAAIX (13 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than CAAIX (0.83). JVMTX is a more actively managed with annual turnover of: 47.00 vs. CAAIX (17.00). JVMTX has a lower initial minimum investment than CAAIX: JVMTX (0) vs CAAIX (1000000). JVMTX annual gain was more profitable for investors over the last year : -3.01 vs. CAAIX (-4.23). JVMTX return over 5 years is better than : 51.48 vs. CAAIX (3.78).
| CAAIX | JVMTX | CAAIX / JVMTX | |
| Total Expense Ratio | 0.83 | 1.00 | 83% |
| Annual Report Gross Expense Ratio | 0.83 | 1.11 | 75% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | -6.925 | 2.453 | -282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 21.5B | 4% |
| Annual Yield % from dividends | 0.78 | 0.67 | 116% |
| Returns for 1 year | -4.23 | -3.01 | 141% |
| Returns for 3 years | -3.39 | 16.50 | -21% |
| Returns for 5 years | 3.78 | 51.48 | 7% |
| Returns for 10 years | -28.95 | 35.66 | -81% |
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