CHTTX
Price
$21.02
Change
+$0.06 (+0.29%)
Updated
Nov 19 closing price
Net Assets
337.14M
JVMRX
Price
$29.04
Change
-$0.03 (-0.10%)
Updated
Nov 19 closing price
Net Assets
23.48B
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CHTTX vs JVMRX

Header iconCHTTX vs JVMRX Comparison
Open Charts CHTTX vs JVMRXBanner chart's image
AMG River Road Mid Cap Value N
Price$21.02
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets337.14M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
CHTTX vs JVMRX Comparison Chart in %
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CHTTX vs. JVMRX commentary
Nov 20, 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 CHTTX is a Hold and JVMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. CHTTX (337M). JVMRX pays higher dividends than CHTTX: JVMRX (0.85) vs CHTTX (0.27). CHTTX was incepted earlier than JVMRX: CHTTX (31 years) vs JVMRX (14 years). CHTTX (1.14) is less costly to investors than JVMRX (0.75). CHTTX is a more actively managed with annual turnover of: 77.00 vs. JVMRX (49.00). CHTTX has a lower initial minimum investment than JVMRX: CHTTX (2000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -6.35 vs. CHTTX (-9.56). JVMRX return over 5 years is better than : 33.25 vs. CHTTX (-36.73).
CHTTXJVMRXCHTTX / JVMRX
Total Expense Ratio1.110.74150%
Annual Report Gross Expense Ratio1.140.75152%
Fund Existence31 years14 years-
Gain YTD3.9177.90650%
Front LoadN/AN/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets337M23.5B1%
Annual Yield % from dividends0.270.8532%
Returns for 1 year-9.56-6.35151%
Returns for 3 years14.5012.97112%
Returns for 5 years-36.7333.25-110%
Returns for 10 years-42.6646.00-93%
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