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CAAIX vs JVMTX
CAAIX vs JVMTX Comparison
Open Charts CAAIX vs JVMTX
Ariel Appreciation Institutional
Price$42.37
Change+$0.45 (+1.07%)
VolumeN/A
Net Assets886.87M
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets23.99B
CAAIX vs JVMTX Comparison Chart in %
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CAAIX vs. JVMTX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24B vs. CAAIX (887M). CAAIX pays higher dividends than JVMTX: CAAIX (0.67) vs JVMTX (0.62). 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 (17.00). 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 : 1.92 vs. JVMTX (-1.02). JVMTX return over 5 years is better than : 61.22 vs. CAAIX (16.17).
| 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 | 7.867 | 11.631 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 24B | 4% |
| Annual Yield % from dividends | 0.67 | 0.62 | 107% |
| Returns for 1 year | 1.92 | -1.02 | -188% |
| Returns for 3 years | 18.44 | 34.61 | 53% |
| Returns for 5 years | 16.17 | 61.22 | 26% |
| Returns for 10 years | -1.97 | 63.56 | -3% |
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