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AVUAX vs JVMIX
AVUAX vs JVMIX Comparison
Open Charts AVUAX vs JVMIX
American Century Mid Cap Value I
Price$15.64
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets6.94B
JHancock Disciplined Value Mid Cap I
Price$27.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.46B
AVUAX vs JVMIX Comparison Chart
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AVUAX vs. JVMIX commentary
Jun 06, 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: 21.5B vs. AVUAX (6.94B). AVUAX pays higher dividends than JVMIX: AVUAX (1.68) vs JVMIX (0.80). 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 : 0.07 vs. JVMIX (-3.51). JVMIX return over 5 years is better than : 39.58 vs. AVUAX (11.38).
| 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 | 0.989 | 2.301 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 21.5B | 32% |
| Annual Yield % from dividends | 1.68 | 0.80 | 210% |
| Returns for 1 year | 0.07 | -3.51 | -2% |
| Returns for 3 years | -3.30 | 5.75 | -57% |
| Returns for 5 years | 11.38 | 39.58 | 29% |
| Returns for 10 years | 10.13 | 37.82 | 27% |
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