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AVUAX vs JVMIX
AVUAX vs JVMIX Comparison
Open Charts AVUAX vs JVMIX
American Century Mid Cap Value I
Price$14.61
Change-$0.76 (-4.94%)
VolumeN/A
Net Assets7.12B
JHancock Disciplined Value Mid Cap I
Price$24.09
Change-$1.34 (-5.27%)
VolumeN/A
Net Assets20.16B
AVUAX vs JVMIX Comparison Chart
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AVUAX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.2B vs. AVUAX (7.12B). AVUAX pays higher dividends than JVMIX: AVUAX (1.67) vs JVMIX (0.83). 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 : 0.72 vs. JVMIX (-7.93). JVMIX return over 5 years is better than : 90.33 vs. AVUAX (49.23).
| 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 | 2.471 | -0.074 | -3,330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.12B | 20.2B | 35% |
| Annual Yield % from dividends | 1.67 | 0.83 | 201% |
| Returns for 1 year | 0.72 | -7.93 | -9% |
| Returns for 3 years | -2.90 | -0.56 | 514% |
| Returns for 5 years | 49.23 | 90.33 | 55% |
| Returns for 10 years | 10.42 | 33.98 | 31% |
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