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Compare trend and price AMVRX vs JVMTX
AMVRX vs JVMTX Comparison
Open Charts AMVRX vs JVMTX
American Century Mid Cap Value R
Price$15.08
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$26.36
Change-$0.08 (-0.30%)
VolumeN/A
CapitalizationN/A
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AMVRX vs JVMTX Comparison Chart
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AMVRX vs. JVMTX commentary
Nov 28, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.5B vs. AMVRX (8.7B). AMVRX pays higher dividends than JVMTX: AMVRX (1.17) vs JVMTX (0.85). AMVRX was incepted earlier than JVMTX: AMVRX (18 years) vs JVMTX (10 years). AMVRX (1.48) is less costly to investors than JVMTX (1.11). AMVRX is a more actively managed with annual turnover of: 64.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than AMVRX: JVMTX (0) vs AMVRX (2500). JVMTX annual gain was more profitable for investors over the last year : -0.24 vs. AMVRX (-9.26). JVMTX return over 5 years is better than : 21.33 vs. AMVRX (-5.06).
| AMVRX | JVMTX | AMVRX / JVMTX | |
| Total Expense Ratio | 1.48 | 1.00 | 148% |
| Annual Report Gross Expense Ratio | 1.48 | 1.11 | 133% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | -0.850 | 8.077 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.7B | 20.5B | 42% |
| Annual Yield % from dividends | 1.17 | 0.85 | 137% |
| Returns for 1 year | -9.26 | -0.24 | 3,862% |
| Returns for 3 years | -7.23 | 15.86 | -46% |
| Returns for 5 years | -5.06 | 21.33 | -24% |
| Returns for 10 years | 0.63 | 53.77 | 1% |
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