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AVUAX vs JVMIX
AVUAX vs JVMIX Comparison
Open Charts AVUAX vs JVMIX
American Century Mid Cap Value I
Price$15.88
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets7.9B
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
AVUAX vs JVMIX Comparison Chart
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AVUAX vs. JVMIX commentary
Jan 19, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. AVUAX (7.9B). AVUAX pays higher dividends than JVMIX: AVUAX (1.84) vs JVMIX (0.84). AVUAX was incepted earlier than JVMIX: AVUAX (20 years) vs JVMIX (28 years). AVUAX is a more actively managed with annual turnover of: 64.00 vs. JVMIX (41.00). JVMIX has a lower initial minimum investment than AVUAX: JVMIX (250000) vs AVUAX (5000000). JVMIX annual gain was more profitable for investors over the last year : 5.70 vs. AVUAX (5.27). JVMIX return over 5 years is better than : 26.40 vs. AVUAX (0.66).
| AVUAX | JVMIX | AVUAX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 2.122 | 3.785 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 23.1B | 34% |
| Annual Yield % from dividends | 1.84 | 0.84 | 218% |
| Returns for 1 year | 5.27 | 5.70 | 92% |
| Returns for 3 years | -8.38 | 1.40 | -599% |
| Returns for 5 years | 0.66 | 26.40 | 3% |
| Returns for 10 years | 15.25 | 48.25 | 32% |
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