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AVUAX vs JVMIX
AVUAX vs JVMIX Comparison
Open Charts AVUAX vs JVMIX
American Century Mid Cap Value I
Price$15.46
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets7B
JHancock Disciplined Value Mid Cap I
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
AVUAX vs JVMIX Comparison Chart
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AVUAX vs. JVMIX commentary
May 12, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.9B vs. AVUAX (7B). AVUAX pays higher dividends than JVMIX: AVUAX (1.73) vs JVMIX (0.85). AVUAX was incepted earlier than JVMIX: AVUAX (21 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than AVUAX (0.78). AVUAX is a more actively managed with annual turnover of: 54.00 vs. JVMIX (47.00). JVMIX has a lower initial minimum investment than AVUAX: JVMIX (250000) vs AVUAX (5000000). AVUAX annual gain was more profitable for investors over the last year : -2.56 vs. JVMIX (-7.62). JVMIX return over 5 years is better than : 55.03 vs. AVUAX (24.65).
| AVUAX | JVMIX | AVUAX / JVMIX | |
| Total Expense Ratio | 0.78 | 0.87 | 90% |
| Annual Report Gross Expense Ratio | 0.78 | 0.88 | 89% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | -0.364 | -1.002 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 20.9B | 34% |
| Annual Yield % from dividends | 1.73 | 0.85 | 203% |
| Returns for 1 year | -2.56 | -7.62 | 34% |
| Returns for 3 years | -0.66 | 7.14 | -9% |
| Returns for 5 years | 24.65 | 55.03 | 45% |
| Returns for 10 years | 8.92 | 33.43 | 27% |
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