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CAAPX vs JVMIX
CAAPX vs JVMIX Comparison
Open Charts CAAPX vs JVMIX
Ariel Appreciation Investor
Price$42.62
Change+$0.68 (+1.62%)
VolumeN/A
Net Assets873.81M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
CAAPX vs JVMIX Comparison Chart in %
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CAAPX vs. JVMIX commentary
Dec 05, 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: 24.5B vs. CAAPX (874M). JVMIX pays higher dividends than CAAPX: JVMIX (0.74) vs CAAPX (0.39). CAAPX was incepted earlier than JVMIX: CAAPX (36 years) vs JVMIX (29 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 : -4.46 vs. JVMIX (-5.17). JVMIX return over 5 years is better than : 31.86 vs. CAAPX (2.50).
| 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 | 29 years | - |
| Gain YTD | 8.724 | 12.579 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 24.5B | 4% |
| Annual Yield % from dividends | 0.39 | 0.74 | 52% |
| Returns for 1 year | -4.46 | -5.17 | 86% |
| Returns for 3 years | 9.41 | 15.03 | 63% |
| Returns for 5 years | 2.50 | 31.86 | 8% |
| Returns for 10 years | -4.54 | 50.94 | -9% |
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