Interact to see
Advertisement
Advertisement
CAAPX vs JVMAX
CAAPX vs JVMAX Comparison
Open Charts CAAPX vs JVMAX
Ariel Appreciation Investor
Price$41.90
Change+$1.24 (+3.05%)
VolumeN/A
Net Assets950.92M
JHancock Disciplined Value Mid Cap A
Price$27.98
Change+$0.59 (+2.15%)
VolumeN/A
Net Assets25.52B
CAAPX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. JVMAX commentary
Feb 09, 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 CAAPX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 25.5B vs. CAAPX (951M). JVMAX pays higher dividends than CAAPX: JVMAX (0.52) vs CAAPX (0.03). CAAPX was incepted earlier than JVMAX: CAAPX (36 years) vs JVMAX (29 years). CAAPX (1.14) and JVMAX (1.11) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 49.00 vs. CAAPX (25.00). CAAPX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 6.76 vs. CAAPX (3.39). JVMAX return over 5 years is better than : 22.80 vs. CAAPX (-7.63).
| CAAPX | JVMAX | CAAPX / JVMAX | |
| Total Expense Ratio | 1.14 | 1.10 | 104% |
| Annual Report Gross Expense Ratio | 1.14 | 1.11 | 103% |
| Fund Existence | 36 years | 29 years | - |
| Gain YTD | 8.605 | 8.576 | 100% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 951M | 25.5B | 4% |
| Annual Yield % from dividends | 0.03 | 0.52 | 6% |
| Returns for 1 year | 3.39 | 6.76 | 50% |
| Returns for 3 years | 1.13 | 12.83 | 9% |
| Returns for 5 years | -7.63 | 22.80 | -33% |
| Returns for 10 years | 14.05 | 80.75 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AFSC | 32.93 | 0.77 | +2.40% |
| abrdn Focused U.S. Small Cap Active ETF | |||
| DVOL | 37.26 | 0.85 | +2.32% |
| FirstTrustDorseyWrightMomt&LwVolatil ETF | |||
| GUSA | 59.95 | 0.52 | +0.87% |
| Goldman Sachs MarketBeta US 1000 Eq ETF | |||
| ATMP | 31.50 | 0.10 | +0.32% |
| Barclays ETN+ Select MLP | |||
| DULL | 0.97 | -0.10 | -9.57% |
| MicroSectors™ Gold -3X Inverse Lvrgd ETN | |||