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CAAPX vs JVMIX
CAAPX vs JVMIX Comparison
Open Charts CAAPX vs JVMIX
Ariel Appreciation Investor
Price$40.71
Change+$0.32 (+0.79%)
VolumeN/A
Net Assets886.74M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
CAAPX vs JVMIX Comparison Chart in %
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CAAPX vs. JVMIX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. CAAPX (887M). JVMIX pays higher dividends than CAAPX: JVMIX (0.78) vs CAAPX (0.42). 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). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. CAAPX (-0.16). JVMIX return over 5 years is better than : 58.07 vs. CAAPX (9.12).
| 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 | 3.852 | 9.314 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 23.1B | 4% |
| Annual Yield % from dividends | 0.42 | 0.78 | 54% |
| Returns for 1 year | -0.16 | 1.20 | -14% |
| Returns for 3 years | 3.21 | 21.47 | 15% |
| Returns for 5 years | 9.12 | 58.07 | 16% |
| Returns for 10 years | -20.26 | 50.28 | -40% |
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