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CAAIX vs JVMTX
CAAIX vs JVMTX Comparison
Open Charts CAAIX vs JVMTX
Ariel Appreciation Institutional
Price$40.87
Change+$0.32 (+0.79%)
VolumeN/A
Net Assets886.74M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
CAAIX vs JVMTX Comparison Chart in %
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CAAIX vs. JVMTX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. CAAIX (887M). CAAIX pays higher dividends than JVMTX: CAAIX (0.73) vs JVMTX (0.65). 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). JVMTX annual gain was more profitable for investors over the last year : 1.07 vs. CAAIX (0.13). JVMTX return over 5 years is better than : 57.29 vs. CAAIX (11.01).
| 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 | 4.048 | 9.253 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 23.1B | 4% |
| Annual Yield % from dividends | 0.73 | 0.65 | 112% |
| Returns for 1 year | 0.13 | 1.07 | 12% |
| Returns for 3 years | 4.25 | 21.15 | 20% |
| Returns for 5 years | 11.01 | 57.29 | 19% |
| Returns for 10 years | -17.82 | 48.90 | -36% |
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