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CAAPX vs JVMSX
CAAPX vs JVMSX Comparison
Open Charts CAAPX vs JVMSX
Ariel Appreciation Investor
Price$41.13
Change-$0.23 (-0.56%)
VolumeN/A
Net Assets890.05M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
CAAPX vs JVMSX Comparison Chart in %
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CAAPX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. CAAPX (890M). JVMSX (0.41) and CAAPX (0.40) 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: 49.00 vs. CAAPX (17.00). JVMSX has a lower initial minimum investment than CAAPX: JVMSX (0) vs CAAPX (1000). CAAPX annual gain was more profitable for investors over the last year : 1.76 vs. JVMSX (0.34). JVMSX return over 5 years is better than : 48.09 vs. CAAPX (5.34).
| 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 | 4.923 | 8.728 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 23.6B | 4% |
| Annual Yield % from dividends | 0.40 | 0.41 | 98% |
| Returns for 1 year | 1.76 | 0.34 | 517% |
| Returns for 3 years | -4.30 | 10.96 | -39% |
| Returns for 5 years | 5.34 | 48.09 | 11% |
| Returns for 10 years | -18.43 | 41.60 | -44% |
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