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CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$41.65
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets885.12M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
CAAPX vs JVMRX Comparison Chart in %
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CAAPX vs. JVMRX commentary
Oct 19, 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 StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. CAAPX (885M). JVMRX pays higher dividends than CAAPX: JVMRX (0.84) vs CAAPX (0.38). 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 annual gain was more profitable for investors over the last year : -1.89 vs. JVMRX (-4.79). JVMRX return over 5 years is better than : 47.93 vs. CAAPX (4.41).
| 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 | 6.250 | 9.837 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 23.9B | 4% |
| Annual Yield % from dividends | 0.38 | 0.84 | 46% |
| Returns for 1 year | -1.89 | -4.79 | 39% |
| Returns for 3 years | 10.65 | 25.62 | 42% |
| Returns for 5 years | 4.41 | 47.93 | 9% |
| Returns for 10 years | -13.44 | 52.40 | -26% |
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