Interact to see
Advertisement
Advertisement
CAAPX vs JVMRX
CAAPX vs JVMRX Comparison
Open Charts CAAPX vs JVMRX
Ariel Appreciation Investor
Price$41.90
Change+$1.24 (+3.05%)
VolumeN/A
Net Assets950.92M
JHancock Disciplined Value Mid Cap R6
Price$29.83
Change+$0.63 (+2.16%)
VolumeN/A
Net Assets25.52B
CAAPX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAAPX vs. JVMRX commentary
Feb 09, 2026
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: 25.5B vs. CAAPX (951M). JVMRX pays higher dividends than CAAPX: JVMRX (0.82) vs CAAPX (0.03). 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 (25.00). 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 : 7.71 vs. CAAPX (3.39). JVMRX return over 5 years is better than : 26.84 vs. CAAPX (-7.63).
| 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 | 8.605 | 8.631 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 951M | 25.5B | 4% |
| Annual Yield % from dividends | 0.03 | 0.82 | 4% |
| Returns for 1 year | 3.39 | 7.71 | 44% |
| Returns for 3 years | 1.13 | 15.50 | 7% |
| Returns for 5 years | -7.63 | 26.84 | -28% |
| Returns for 10 years | 14.05 | 90.36 | 16% |