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CAAPX vs JVMTX
CAAPX vs JVMTX Comparison
Open Charts CAAPX vs JVMTX
Ariel Appreciation Investor
Price$42.62
Change+$0.68 (+1.62%)
VolumeN/A
Net Assets873.81M
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
CAAPX vs JVMTX Comparison Chart in %
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CAAPX vs. JVMTX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. CAAPX (874M). JVMTX pays higher dividends than CAAPX: JVMTX (0.61) vs CAAPX (0.39). CAAPX was incepted earlier than JVMTX: CAAPX (36 years) vs JVMTX (12 years). CAAPX (1.14) and JVMTX (1.10) 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). CAAPX annual gain was more profitable for investors over the last year : -4.46 vs. JVMTX (-5.32). JVMTX return over 5 years is better than : 31.22 vs. CAAPX (2.50).
| CAAPX | JVMTX | CAAPX / JVMTX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.10 | 104% |
| Fund Existence | 36 years | 12 years | - |
| Gain YTD | 8.724 | 12.449 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 24.5B | 4% |
| Annual Yield % from dividends | 0.39 | 0.61 | 63% |
| Returns for 1 year | -4.46 | -5.32 | 84% |
| Returns for 3 years | 9.41 | 14.68 | 64% |
| Returns for 5 years | 2.50 | 31.22 | 8% |
| Returns for 10 years | -4.54 | 49.60 | -9% |
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