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AVUAX vs JVMAX
AVUAX vs JVMAX Comparison
Open Charts AVUAX vs JVMAX
American Century Mid Cap Value I
Price$14.61
Change-$0.76 (-4.94%)
VolumeN/A
Net Assets7.12B
JHancock Disciplined Value Mid Cap A
Price$22.71
Change-$1.26 (-5.26%)
VolumeN/A
Net Assets20.16B
AVUAX vs JVMAX Comparison Chart
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AVUAX vs. JVMAX commentary
Apr 05, 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 AVUAX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.2B vs. AVUAX (7.12B). AVUAX pays higher dividends than JVMAX: AVUAX (1.67) vs JVMAX (0.61). AVUAX was incepted earlier than JVMAX: AVUAX (21 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than AVUAX (0.78). AVUAX is a more actively managed with annual turnover of: 54.00 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than AVUAX: JVMAX (1000) vs AVUAX (5000000). AVUAX annual gain was more profitable for investors over the last year : 0.72 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. AVUAX (49.23).
| AVUAX | JVMAX | AVUAX / JVMAX | |
| Total Expense Ratio | 0.78 | 1.12 | 70% |
| Annual Report Gross Expense Ratio | 0.78 | 1.13 | 69% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 2.471 | -0.118 | -2,094% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.12B | 20.2B | 35% |
| Annual Yield % from dividends | 1.67 | 0.61 | 272% |
| Returns for 1 year | 0.72 | -8.70 | -8% |
| Returns for 3 years | -2.90 | -2.01 | 145% |
| Returns for 5 years | 49.23 | 86.30 | 57% |
| Returns for 10 years | 10.42 | 28.82 | 36% |
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