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CAAIX vs JVMTX
CAAIX vs JVMTX Comparison
Open Charts CAAIX vs JVMTX
Ariel Appreciation Institutional
Price$44.24
Change-$0.46 (-1.03%)
VolumeN/A
Net Assets921.72M
JHancock Disciplined Value Mid Cap R4
Price$30.56
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.75B
CAAIX vs JVMTX Comparison Chart in %
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CAAIX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. CAAIX (922M). CAAIX pays higher dividends than JVMTX: CAAIX (0.67) vs JVMTX (0.61). CAAIX was incepted earlier than JVMTX: CAAIX (14 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than CAAIX (0.83). JVMTX is a more actively managed with annual turnover of: 49.00 vs. CAAIX (25.00). JVMTX has a lower initial minimum investment than CAAIX: JVMTX (0) vs CAAIX (1000000). CAAIX annual gain was more profitable for investors over the last year : 0.11 vs. JVMTX (-1.92). JVMTX return over 5 years is better than : 35.45 vs. CAAIX (8.34).
| CAAIX | JVMTX | CAAIX / JVMTX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 0.83 | 1.10 | 75% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 12.195 | 14.344 | 85% |
| 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 | 0.61 | 109% |
| Returns for 1 year | 0.11 | -1.92 | -6% |
| Returns for 3 years | 18.03 | 19.34 | 93% |
| Returns for 5 years | 8.34 | 35.45 | 24% |
| Returns for 10 years | 6.55 | 59.34 | 11% |
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