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AMVRX vs JVMSX
AMVRX vs JVMSX Comparison
Open Charts AMVRX vs JVMSX
American Century Mid Cap Value R
Price$15.30
Change+$0.16 (+1.06%)
VolumeN/A
Net Assets6.93B
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
AMVRX vs JVMSX Comparison Chart
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AMVRX vs. JVMSX commentary
May 09, 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 AMVRX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. AMVRX (6.93B). AMVRX pays higher dividends than JVMSX: AMVRX (1.02) vs JVMSX (0.46). AMVRX was incepted earlier than JVMSX: AMVRX (20 years) vs JVMSX (13 years). AMVRX (1.48) is less costly to investors than JVMSX (1.26). AMVRX is a more actively managed with annual turnover of: 54.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than AMVRX: JVMSX (0) vs AMVRX (2500). AMVRX annual gain was more profitable for investors over the last year : -3.57 vs. JVMSX (-8.45). JVMSX return over 5 years is better than : 50.94 vs. AMVRX (18.67).
| AMVRX | JVMSX | AMVRX / JVMSX | |
| Total Expense Ratio | 1.48 | 1.25 | 118% |
| Annual Report Gross Expense Ratio | 1.48 | 1.26 | 117% |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | -1.698 | -2.424 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 20.6B | 34% |
| Annual Yield % from dividends | 1.02 | 0.46 | 224% |
| Returns for 1 year | -3.57 | -8.45 | 42% |
| Returns for 3 years | -4.54 | 4.66 | -97% |
| Returns for 5 years | 18.67 | 50.94 | 37% |
| Returns for 10 years | 0.13 | 27.80 | 0% |
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