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CAAIX vs JVMTX
CAAIX vs JVMTX Comparison
Open Charts CAAIX vs JVMTX
Ariel Appreciation Institutional
Price$40.99
Change-$0.65 (-1.56%)
VolumeN/A
Net Assets939.42M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
CAAIX vs JVMTX Comparison Chart in %
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CAAIX vs. JVMTX commentary
Feb 05, 2026
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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. CAAIX (939M). JVMTX pays higher dividends than CAAIX: JVMTX (0.60) vs CAAIX (0.03). CAAIX was incepted earlier than JVMTX: CAAIX (14 years) vs JVMTX (13 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). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. CAAIX (3.51). JVMTX return over 5 years is better than : 22.28 vs. CAAIX (-6.98).
| 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 | 13 years | - |
| Gain YTD | 7.058 | 5.177 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 24.7B | 4% |
| Annual Yield % from dividends | 0.03 | 0.60 | 4% |
| Returns for 1 year | 3.51 | 4.79 | 73% |
| Returns for 3 years | 0.44 | 11.22 | 4% |
| Returns for 5 years | -6.98 | 22.28 | -31% |
| Returns for 10 years | 9.61 | 76.80 | 13% |
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