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CAAPX vs JVMCX
CAAPX vs JVMCX Comparison
Open Charts CAAPX vs JVMCX
Ariel Appreciation Investor
Price$41.65
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets885.12M
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.85B
CAAPX vs JVMCX Comparison Chart in %
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CAAPX vs. JVMCX commentary
Oct 19, 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. CAAPX (885M). CAAPX pays higher dividends than JVMCX: CAAPX (0.38) vs JVMCX (0.00). CAAPX was incepted earlier than JVMCX: CAAPX (36 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than CAAPX (1.14). JVMCX is a more actively managed with annual turnover of: 49.00 vs. CAAPX (17.00). CAAPX (1000) and JVMCX (1000) have matching initial minimum investment requirements. CAAPX annual gain was more profitable for investors over the last year : -1.89 vs. JVMCX (-6.45). JVMCX return over 5 years is better than : 40.87 vs. CAAPX (4.41).
| CAAPX | JVMCX | CAAPX / JVMCX | |
| Total Expense Ratio | 1.14 | 1.85 | 62% |
| Annual Report Gross Expense Ratio | 1.14 | 1.86 | 61% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 6.250 | 8.893 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 23.9B | 4% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -1.89 | -6.45 | 29% |
| Returns for 3 years | 10.65 | 21.60 | 49% |
| Returns for 5 years | 4.41 | 40.87 | 11% |
| Returns for 10 years | -13.44 | 38.46 | -35% |
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