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ANPRX vs JVMTX
ANPRX vs JVMTX Comparison
Open Charts ANPRX vs JVMTX
Virtus NFJ Mid-Cap Value R6
Price$26.22
Change+$0.20 (+0.77%)
VolumeN/A
Net Assets556.03M
JHancock Disciplined Value Mid Cap R4
Price$24.85
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
ANPRX vs JVMTX Comparison Chart
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ANPRX vs. JVMTX commentary
Apr 18, 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 ANPRX is a Hold and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.4B vs. ANPRX (556M). ANPRX pays higher dividends than JVMTX: ANPRX (1.91) vs JVMTX (0.69). ANPRX was incepted earlier than JVMTX: ANPRX (7 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than ANPRX (0.75). ANPRX is a more actively managed with annual turnover of: 76.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than ANPRX: JVMTX (0) vs ANPRX (2500000). ANPRX annual gain was more profitable for investors over the last year : -0.16 vs. JVMTX (-10.62). JVMTX return over 5 years is better than : 49.55 vs. ANPRX (7.74).
| ANPRX | JVMTX | ANPRX / JVMTX | |
| Total Expense Ratio | 0.60 | 1.00 | 60% |
| Annual Report Gross Expense Ratio | 0.75 | 1.11 | 68% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | -8.000 | -7.469 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 556M | 19.4B | 3% |
| Annual Yield % from dividends | 1.91 | 0.69 | 276% |
| Returns for 1 year | -0.16 | -10.62 | 1% |
| Returns for 3 years | -21.28 | -6.85 | 311% |
| Returns for 5 years | 7.74 | 49.55 | 16% |
| Returns for 10 years | N/A | 24.29 | - |
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