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BVALX vs JVMAX
BVALX vs JVMAX Comparison
Open Charts BVALX vs JVMAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.89
Change-$0.38 (-2.49%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
BVALX vs JVMAX Comparison Chart
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BVALX vs. JVMAX commentary
Dec 19, 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 BVALX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. BVALX (1.99B). BVALX pays higher dividends than JVMAX: BVALX (1.61) vs JVMAX (0.67). BVALX was incepted earlier than JVMAX: BVALX (7 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. BVALX (17.00). JVMAX has a lower initial minimum investment than BVALX: JVMAX (1000) vs BVALX (1000000). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. BVALX (9.07). BVALX return over 5 years is better than : 42.70 vs. JVMAX (39.81).
| BVALX | JVMAX | BVALX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 7.535 | 12.851 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 23.4B | 9% |
| Annual Yield % from dividends | 1.61 | 0.67 | 241% |
| Returns for 1 year | 9.07 | 10.66 | 85% |
| Returns for 3 years | 22.36 | 16.69 | 134% |
| Returns for 5 years | 42.70 | 39.81 | 107% |
| Returns for 10 years | N/A | 55.64 | - |
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