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CAAPX vs JVMTX
CAAPX vs JVMTX Comparison
Open Charts CAAPX vs JVMTX
Ariel Appreciation Investor
Price$40.71
Change+$0.32 (+0.79%)
VolumeN/A
Net Assets886.74M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
CAAPX vs JVMTX Comparison Chart in %
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CAAPX vs. JVMTX commentary
Jul 27, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. CAAPX (887M). JVMTX pays higher dividends than CAAPX: JVMTX (0.65) vs CAAPX (0.42). 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: 49.00 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 : 1.07 vs. CAAPX (-0.16). JVMTX return over 5 years is better than : 57.29 vs. CAAPX (9.12).
| 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 | 3.852 | 9.253 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 23.1B | 4% |
| Annual Yield % from dividends | 0.42 | 0.65 | 65% |
| Returns for 1 year | -0.16 | 1.07 | -15% |
| Returns for 3 years | 3.21 | 21.15 | 15% |
| Returns for 5 years | 9.12 | 57.29 | 16% |
| Returns for 10 years | -20.26 | 48.90 | -41% |
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