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BVALX vs JVMAX
BVALX vs JVMAX Comparison
Open Charts BVALX vs JVMAX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$16.32
Change-$0.22 (-1.33%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
BVALX vs JVMAX Comparison Chart
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BVALX vs. JVMAX commentary
Nov 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 BVALX is a StrongSell and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. BVALX (2.03B). BVALX pays higher dividends than JVMAX: BVALX (1.61) vs JVMAX (0.67). BVALX was incepted earlier than JVMAX: BVALX (7 years) vs JVMAX (27 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). BVALX annual gain was more profitable for investors over the last year : 27.39 vs. JVMAX (21.07). BVALX return over 5 years is better than : 54.38 vs. JVMAX (42.69).
| BVALX | JVMAX | BVALX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 14.930 | 14.313 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 23.8B | 9% |
| Annual Yield % from dividends | 1.61 | 0.67 | 241% |
| Returns for 1 year | 27.39 | 21.07 | 130% |
| Returns for 3 years | 17.11 | 6.26 | 273% |
| Returns for 5 years | 54.38 | 42.69 | 127% |
| Returns for 10 years | N/A | 56.97 | - |
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