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BVALX vs JVMAX
BVALX vs JVMAX Comparison
Open Charts BVALX vs JVMAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$13.00
Change-$0.73 (-5.32%)
VolumeN/A
Net Assets1.68B
JHancock Disciplined Value Mid Cap A
Price$22.71
Change-$1.26 (-5.26%)
VolumeN/A
Net Assets19.09B
BVALX vs JVMAX Comparison Chart
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BVALX vs. JVMAX commentary
Apr 08, 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 BVALX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.1B vs. BVALX (1.68B). BVALX pays higher dividends than JVMAX: BVALX (1.42) vs JVMAX (0.61). BVALX was incepted earlier than JVMAX: BVALX (7 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than BVALX (0.55). JVMAX is a more actively managed with annual turnover of: 47.00 vs. BVALX (24.00). JVMAX has a lower initial minimum investment than BVALX: JVMAX (1000) vs BVALX (1000000). BVALX annual gain was more profitable for investors over the last year : -13.84 vs. JVMAX (-17.51). JVMAX return over 5 years is better than : 66.63 vs. BVALX (59.85).
| BVALX | JVMAX | BVALX / JVMAX | |
| Total Expense Ratio | 0.55 | 1.12 | 49% |
| Annual Report Gross Expense Ratio | 0.55 | 1.13 | 49% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | -11.384 | -10.661 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 19.1B | 9% |
| Annual Yield % from dividends | 1.42 | 0.61 | 232% |
| Returns for 1 year | -13.84 | -17.51 | 79% |
| Returns for 3 years | 3.27 | -11.27 | -29% |
| Returns for 5 years | 59.85 | 66.63 | 90% |
| Returns for 10 years | N/A | 15.91 | - |