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CAAPX vs JVMSX
CAAPX vs JVMSX Comparison
Open Charts CAAPX vs JVMSX
Ariel Appreciation Investor
Price$36.42
Change-$0.78 (-2.10%)
VolumeN/A
Net Assets803.9M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
CAAPX vs JVMSX Comparison Chart
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CAAPX vs. JVMSX commentary
Jun 16, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. CAAPX (804M). CAAPX (0.45) and JVMSX (0.43) have matching dividends . CAAPX was incepted earlier than JVMSX: CAAPX (36 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than CAAPX (1.14). JVMSX is a more actively managed with annual turnover of: 47.00 vs. CAAPX (17.00). JVMSX has a lower initial minimum investment than CAAPX: JVMSX (0) vs CAAPX (1000). JVMSX annual gain was more profitable for investors over the last year : -3.29 vs. CAAPX (-4.55). JVMSX return over 5 years is better than : 50.13 vs. CAAPX (1.97).
| CAAPX | JVMSX | CAAPX / JVMSX | |
| Total Expense Ratio | 1.14 | 1.25 | 91% |
| Annual Report Gross Expense Ratio | 1.14 | 1.26 | 90% |
| Fund Existence | 36 years | 13 years | - |
| Gain YTD | -7.092 | 2.313 | -307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 21.5B | 4% |
| Annual Yield % from dividends | 0.45 | 0.43 | 103% |
| Returns for 1 year | -4.55 | -3.29 | 138% |
| Returns for 3 years | -4.39 | 15.80 | -28% |
| Returns for 5 years | 1.97 | 50.13 | 4% |
| Returns for 10 years | -31.07 | 33.43 | -93% |
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