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AVUAX vs JVMCX
AVUAX vs JVMCX Comparison
Open Charts AVUAX vs JVMCX
American Century Mid Cap Value I
Price$14.61
Change-$0.76 (-4.94%)
VolumeN/A
Net Assets7.12B
JHancock Disciplined Value Mid Cap C
Price$22.56
Change-$1.26 (-5.29%)
VolumeN/A
Net Assets20.16B
AVUAX vs JVMCX Comparison Chart
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AVUAX vs. JVMCX 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.2B vs. AVUAX (7.12B). AVUAX pays higher dividends than JVMCX: AVUAX (1.67) vs JVMCX (0.00). AVUAX was incepted earlier than JVMCX: AVUAX (21 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than AVUAX (0.78). AVUAX is a more actively managed with annual turnover of: 54.00 vs. JVMCX (47.00). JVMCX has a lower initial minimum investment than AVUAX: JVMCX (1000) vs AVUAX (5000000). AVUAX annual gain was more profitable for investors over the last year : 0.72 vs. JVMCX (-9.44). JVMCX return over 5 years is better than : 81.86 vs. AVUAX (49.23).
| AVUAX | JVMCX | AVUAX / JVMCX | |
| Total Expense Ratio | 0.78 | 1.87 | 42% |
| Annual Report Gross Expense Ratio | 0.78 | 1.88 | 41% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 2.471 | -0.316 | -782% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 0.72 | -9.44 | -8% |
| Returns for 3 years | -2.90 | -3.54 | 82% |
| Returns for 5 years | 49.23 | 81.86 | 60% |
| Returns for 10 years | 10.42 | 22.51 | 46% |
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