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CAAIX vs JVMTX
CAAIX vs JVMTX Comparison
Open Charts CAAIX vs JVMTX
Ariel Appreciation Institutional
Price$41.31
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets890.05M
JHancock Disciplined Value Mid Cap R4
Price$29.31
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
CAAIX vs JVMTX Comparison Chart in %
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CAAIX vs. JVMTX commentary
Aug 18, 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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. CAAIX (890M). CAAIX pays higher dividends than JVMTX: CAAIX (0.70) vs JVMTX (0.64). CAAIX was incepted earlier than JVMTX: CAAIX (14 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: 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 : 2.11 vs. JVMTX (0.62). JVMTX return over 5 years is better than : 49.36 vs. CAAIX (7.20).
| CAAIX | JVMTX | CAAIX / JVMTX | |
| Total Expense Ratio | 0.83 | 1.00 | 83% |
| Annual Report Gross Expense Ratio | 0.83 | 1.11 | 75% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 5.168 | 8.919 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 23.6B | 4% |
| Annual Yield % from dividends | 0.70 | 0.64 | 110% |
| Returns for 1 year | 2.11 | 0.62 | 340% |
| Returns for 3 years | -3.33 | 11.58 | -29% |
| Returns for 5 years | 7.20 | 49.36 | 15% |
| Returns for 10 years | -15.92 | 43.95 | -36% |
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