Interact to see
Advertisement
Advertisement
CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$40.71
Change+$0.32 (+0.79%)
VolumeN/A
Net Assets886.74M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
CAAPX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. CAAPX (887M). JVMRX pays higher dividends than CAAPX: JVMRX (0.88) vs CAAPX (0.42). CAAPX was incepted earlier than JVMRX: CAAPX (36 years) vs JVMRX (14 years). CAAPX (1.14) is less costly to investors than JVMRX (0.76). 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). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. CAAPX (-0.16). JVMRX return over 5 years is better than : 58.56 vs. CAAPX (9.12).
| CAAPX | JVMRX | CAAPX / JVMRX | |
| Total Expense Ratio | 1.14 | 0.75 | 152% |
| Annual Report Gross Expense Ratio | 1.14 | 0.76 | 150% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 3.852 | 9.354 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 23.1B | 4% |
| Annual Yield % from dividends | 0.42 | 0.88 | 48% |
| Returns for 1 year | -0.16 | 1.28 | -13% |
| Returns for 3 years | 3.21 | 21.72 | 15% |
| Returns for 5 years | 9.12 | 58.56 | 16% |
| Returns for 10 years | -20.26 | 51.14 | -40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers