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AVUAX vs JVMTX
AVUAX vs JVMTX Comparison
Open Charts AVUAX vs JVMTX
American Century Mid Cap Value I
Price$17.20
Change-$0.03 (-0.17%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.28
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
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AVUAX vs JVMTX Comparison Chart
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AVUAX vs. JVMTX commentary
Oct 18, 2024
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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. AVUAX (8.59B). AVUAX pays higher dividends than JVMTX: AVUAX (1.84) vs JVMTX (0.73). AVUAX was incepted earlier than JVMTX: AVUAX (20 years) vs JVMTX (11 years). AVUAX is a more actively managed with annual turnover of: 64.00 vs. JVMTX (41.00). JVMTX has a lower initial minimum investment than AVUAX: JVMTX (0) vs AVUAX (5000000). JVMTX annual gain was more profitable for investors over the last year : 24.58 vs. AVUAX (18.09). JVMTX return over 5 years is better than : 50.20 vs. AVUAX (17.28).
| AVUAX | JVMTX | AVUAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 12.008 | 14.411 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.59B | 23.9B | 36% |
| Annual Yield % from dividends | 1.84 | 0.73 | 253% |
| Returns for 1 year | 18.09 | 24.58 | 74% |
| Returns for 3 years | -8.98 | 9.99 | -90% |
| Returns for 5 years | 17.28 | 50.20 | 34% |
| Returns for 10 years | 22.05 | 75.46 | 29% |
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