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Compare trend and price AMVRX vs JVMAX
AMVRX vs JVMAX Comparison
Open Charts AMVRX vs JVMAX
American Century Mid Cap Value R
Price$15.50
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$25.68
Change+$0.14 (+0.55%)
VolumeN/A
CapitalizationN/A
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AMVRX vs JVMAX Comparison Chart
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AMVRX vs. JVMAX commentary
Dec 11, 2023
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 AMVRX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.9B vs. AMVRX (8.69B). AMVRX pays higher dividends than JVMAX: AMVRX (1.09) vs JVMAX (0.71). AMVRX was incepted earlier than JVMAX: AMVRX (18 years) vs JVMAX (27 years). AMVRX (1.48) is less costly to investors than JVMAX (1.12). AMVRX is a more actively managed with annual turnover of: 64.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than AMVRX: JVMAX (1000) vs AMVRX (2500). JVMAX annual gain was more profitable for investors over the last year : 4.31 vs. AMVRX (-5.16). JVMAX return over 5 years is better than : 29.36 vs. AMVRX (1.95).
| AMVRX | JVMAX | AMVRX / JVMAX | |
| Total Expense Ratio | 1.48 | 1.11 | 133% |
| Annual Report Gross Expense Ratio | 1.48 | 1.12 | 132% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 1.911 | 10.547 | 18% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 8.69B | 20.9B | 42% |
| Annual Yield % from dividends | 1.09 | 0.71 | 153% |
| Returns for 1 year | -5.16 | 4.31 | -120% |
| Returns for 3 years | -5.65 | 16.37 | -35% |
| Returns for 5 years | 1.95 | 29.36 | 7% |
| Returns for 10 years | 9.99 | 56.41 | 18% |
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