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CAAPX vs JVMIX
CAAPX vs JVMIX Comparison
Open Charts CAAPX vs JVMIX
Ariel Appreciation Investor
Price$41.13
Change-$0.23 (-0.56%)
VolumeN/A
Net Assets890.05M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
CAAPX vs JVMIX Comparison Chart in %
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CAAPX vs. JVMIX 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 CAAPX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. CAAPX (890M). JVMIX pays higher dividends than CAAPX: JVMIX (0.76) vs CAAPX (0.40). CAAPX was incepted earlier than JVMIX: CAAPX (36 years) vs JVMIX (28 years). CAAPX (1.14) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. CAAPX (17.00). CAAPX has a lower initial minimum investment than JVMIX: CAAPX (1000) vs JVMIX (250000). CAAPX annual gain was more profitable for investors over the last year : 1.76 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. CAAPX (5.34).
| CAAPX | JVMIX | CAAPX / JVMIX | |
| Total Expense Ratio | 1.14 | 0.87 | 131% |
| Annual Report Gross Expense Ratio | 1.14 | 0.88 | 130% |
| Fund Existence | 36 years | 28 years | - |
| Gain YTD | 4.923 | 8.980 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 23.6B | 4% |
| Annual Yield % from dividends | 0.40 | 0.76 | 53% |
| Returns for 1 year | 1.76 | 0.76 | 232% |
| Returns for 3 years | -4.30 | 11.90 | -36% |
| Returns for 5 years | 5.34 | 50.10 | 11% |
| Returns for 10 years | -18.43 | 45.29 | -41% |
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