Interact to see
Advertisement
Advertisement
CAAPX vs JVMIX
CAAPX vs JVMIX Comparison
Open Charts CAAPX vs JVMIX
Ariel Appreciation Investor
Price$41.18
Change-$0.66 (-1.58%)
VolumeN/A
Net Assets863.2M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
CAAPX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. JVMIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. CAAPX (863M). JVMIX pays higher dividends than CAAPX: JVMIX (0.75) vs CAAPX (0.39). CAAPX was incepted earlier than JVMIX: CAAPX (36 years) vs JVMIX (28 years). CAAPX (1.14) is less costly to investors than JVMIX (0.86). 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 : -6.12 vs. JVMIX (-6.53). JVMIX return over 5 years is better than : 36.37 vs. CAAPX (-3.45).
| CAAPX | JVMIX | CAAPX / JVMIX | |
| Total Expense Ratio | 1.14 | 0.85 | 134% |
| Annual Report Gross Expense Ratio | 1.14 | 0.86 | 133% |
| Fund Existence | 36 years | 28 years | - |
| Gain YTD | 5.051 | 9.796 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 24.2B | 4% |
| Annual Yield % from dividends | 0.39 | 0.75 | 52% |
| Returns for 1 year | -6.12 | -6.53 | 94% |
| Returns for 3 years | 0.23 | 15.24 | 2% |
| Returns for 5 years | -3.45 | 36.37 | -9% |
| Returns for 10 years | -15.15 | 50.51 | -30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement