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ARFFX vs JVMTX
ARFFX vs JVMTX Comparison
Open Charts ARFFX vs JVMTX
JHancock Disciplined Value Mid Cap R4
Price$27.21
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.79B
ARFFX vs JVMTX Comparison Chart
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ARFFX vs. JVMTX commentary
May 23, 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 ARFFX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.8B vs. ARFFX (60.7M). ARFFX pays higher dividends than JVMTX: ARFFX (1.17) vs JVMTX (0.71). ARFFX was incepted earlier than JVMTX: ARFFX (20 years) vs JVMTX (12 years). ARFFX (1.18) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. ARFFX (19.00). JVMTX has a lower initial minimum investment than ARFFX: JVMTX (0) vs ARFFX (1000). ARFFX annual gain was more profitable for investors over the last year : -0.27 vs. JVMTX (-4.36). JVMTX return over 5 years is better than : 61.31 vs. ARFFX (50.34).
| ARFFX | JVMTX | ARFFX / JVMTX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.18 | 1.11 | 106% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | -5.734 | 3.456 | -166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.7M | 21.8B | 0% |
| Annual Yield % from dividends | 1.17 | 0.71 | 165% |
| Returns for 1 year | -0.27 | -4.36 | 6% |
| Returns for 3 years | -4.03 | 12.71 | -32% |
| Returns for 5 years | 50.34 | 61.31 | 82% |
| Returns for 10 years | 18.29 | 35.64 | 51% |
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