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BWNYX vs JVMTX
BWNYX vs JVMTX Comparison
Open Charts BWNYX vs JVMTX
Bullfinch Greater Western New York
Price$27.53
Change-$0.26 (-0.94%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
BWNYX vs JVMTX Comparison Chart
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BWNYX vs. JVMTX 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 BWNYX is a Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX pays higher dividends than BWNYX: JVMTX (0.73) vs BWNYX (0.62). BWNYX was incepted earlier than JVMTX: BWNYX (27 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. BWNYX (0.94). JVMTX has a lower initial minimum investment than BWNYX: JVMTX (0) vs BWNYX (2500). BWNYX annual gain was more profitable for investors over the last year : 12.10 vs. JVMTX (11.00). JVMTX return over 5 years is better than : 41.32 vs. BWNYX (18.19).
| BWNYX | JVMTX | BWNYX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 10.740 | 13.021 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 23.4B | - |
| Annual Yield % from dividends | 0.62 | 0.73 | 85% |
| Returns for 1 year | 12.10 | 11.00 | 110% |
| Returns for 3 years | 11.94 | 17.45 | 68% |
| Returns for 5 years | 18.19 | 41.32 | 44% |
| Returns for 10 years | 22.37 | 59.48 | 38% |
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