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CAAPX vs JVMTX
CAAPX vs JVMTX Comparison
Open Charts CAAPX vs JVMTX
Ariel Appreciation Investor
Price$36.42
Change-$0.78 (-2.10%)
VolumeN/A
Net Assets803.9M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
CAAPX vs JVMTX Comparison Chart
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CAAPX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. CAAPX (804M). JVMTX pays higher dividends than CAAPX: JVMTX (0.67) vs CAAPX (0.45). CAAPX was incepted earlier than JVMTX: CAAPX (36 years) vs JVMTX (12 years). CAAPX (1.14) and JVMTX (1.11) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 47.00 vs. CAAPX (17.00). JVMTX has a lower initial minimum investment than CAAPX: JVMTX (0) vs CAAPX (1000). JVMTX annual gain was more profitable for investors over the last year : -3.01 vs. CAAPX (-4.55). JVMTX return over 5 years is better than : 51.48 vs. CAAPX (1.97).
| CAAPX | JVMTX | CAAPX / JVMTX | |
| Total Expense Ratio | 1.14 | 1.00 | 114% |
| Annual Report Gross Expense Ratio | 1.14 | 1.11 | 103% |
| Fund Existence | 36 years | 12 years | - |
| Gain YTD | -7.092 | 2.453 | -289% |
| 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 | 0.67 | 67% |
| Returns for 1 year | -4.55 | -3.01 | 152% |
| Returns for 3 years | -4.39 | 16.50 | -27% |
| Returns for 5 years | 1.97 | 51.48 | 4% |
| Returns for 10 years | -31.07 | 35.66 | -87% |
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