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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$41.18
Change-$0.66 (-1.58%)
VolumeN/A
Net Assets863.2M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
CAAPX vs JVMRX Comparison Chart in %
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CAAPX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. CAAPX (863M). JVMRX pays higher dividends than CAAPX: JVMRX (0.85) vs CAAPX (0.39). CAAPX was incepted earlier than JVMRX: CAAPX (36 years) vs JVMRX (14 years). CAAPX (1.14) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. CAAPX (17.00). CAAPX has a lower initial minimum investment than JVMRX: CAAPX (1000) vs JVMRX (1000000). CAAPX (-6.12) and JVMRX (-6.40) have marching annual gain over last year. JVMRX return over 5 years is better than : 36.83 vs. CAAPX (-3.45).
| CAAPX | JVMRX | CAAPX / JVMRX | |
| Total Expense Ratio | 1.14 | 0.74 | 154% |
| Annual Report Gross Expense Ratio | 1.14 | 0.75 | 152% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 5.051 | 9.911 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 24.2B | 4% |
| Annual Yield % from dividends | 0.39 | 0.85 | 46% |
| Returns for 1 year | -6.12 | -6.40 | 96% |
| Returns for 3 years | 0.23 | 15.51 | 2% |
| Returns for 5 years | -3.45 | 36.83 | -9% |
| Returns for 10 years | -15.15 | 51.46 | -29% |
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