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CAAPX vs JVMAX
CAAPX vs JVMAX Comparison
Open Charts CAAPX vs JVMAX
Ariel Appreciation Investor
Price$36.42
Change-$0.78 (-2.10%)
VolumeN/A
Net Assets803.9M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
CAAPX vs JVMAX Comparison Chart
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CAAPX vs. JVMAX commentary
Jun 16, 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 CAAPX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. CAAPX (804M). JVMAX pays higher dividends than CAAPX: JVMAX (0.60) vs CAAPX (0.45). CAAPX was incepted earlier than JVMAX: CAAPX (36 years) vs JVMAX (28 years). CAAPX (1.14) and JVMAX (1.13) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. CAAPX (17.00). CAAPX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : -3.68 vs. CAAPX (-4.55). JVMAX return over 5 years is better than : 48.97 vs. CAAPX (1.97).
| CAAPX | JVMAX | CAAPX / JVMAX | |
| Total Expense Ratio | 1.14 | 1.12 | 102% |
| Annual Report Gross Expense Ratio | 1.14 | 1.13 | 101% |
| Fund Existence | 36 years | 28 years | - |
| Gain YTD | -7.092 | 2.360 | -300% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 21.5B | 4% |
| Annual Yield % from dividends | 0.45 | 0.60 | 75% |
| Returns for 1 year | -4.55 | -3.68 | 124% |
| Returns for 3 years | -4.39 | 15.06 | -29% |
| Returns for 5 years | 1.97 | 48.97 | 4% |
| Returns for 10 years | -31.07 | 31.57 | -98% |
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