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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$41.13
Change-$0.23 (-0.56%)
VolumeN/A
Net Assets890.05M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
CAAPX vs JVMRX Comparison Chart in %
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CAAPX vs. JVMRX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. CAAPX (890M). JVMRX pays higher dividends than CAAPX: JVMRX (0.86) vs CAAPX (0.40). 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). CAAPX annual gain was more profitable for investors over the last year : 1.76 vs. JVMRX (0.87). JVMRX return over 5 years is better than : 50.62 vs. CAAPX (5.34).
| 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 | 4.923 | 9.057 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 23.6B | 4% |
| Annual Yield % from dividends | 0.40 | 0.86 | 46% |
| Returns for 1 year | 1.76 | 0.87 | 203% |
| Returns for 3 years | -4.30 | 12.17 | -35% |
| Returns for 5 years | 5.34 | 50.62 | 11% |
| Returns for 10 years | -18.43 | 46.16 | -40% |
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