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CHTTX vs JVMRX
CHTTX vs JVMRX Comparison
Open Charts CHTTX vs JVMRX
AMG River Road Mid Cap Value N
Price$20.24
Change-$0.48 (-2.32%)
VolumeN/A
Net Assets340.91M
JHancock Disciplined Value Mid Cap R6
Price$27.29
Change-$0.60 (-2.15%)
VolumeN/A
Net Assets21.79B
CHTTX vs JVMRX Comparison Chart
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CHTTX vs. JVMRX commentary
May 22, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.8B vs. CHTTX (341M). JVMRX pays higher dividends than CHTTX: JVMRX (0.96) vs CHTTX (0.30). CHTTX was incepted earlier than JVMRX: CHTTX (31 years) vs JVMRX (14 years). CHTTX (1.14) is less costly to investors than JVMRX (0.76). CHTTX is a more actively managed with annual turnover of: 77.00 vs. JVMRX (47.00). CHTTX has a lower initial minimum investment than JVMRX: CHTTX (2000) vs JVMRX (1000000). CHTTX annual gain was more profitable for investors over the last year : -1.99 vs. JVMRX (-4.12). JVMRX return over 5 years is better than : 62.66 vs. CHTTX (-21.73).
| CHTTX | JVMRX | CHTTX / JVMRX | |
| Total Expense Ratio | 1.11 | 0.75 | 148% |
| Annual Report Gross Expense Ratio | 1.14 | 0.76 | 150% |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | 2.727 | 3.526 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 21.8B | 2% |
| Annual Yield % from dividends | 0.30 | 0.96 | 31% |
| Returns for 1 year | -1.99 | -4.12 | 48% |
| Returns for 3 years | 21.54 | 13.26 | 162% |
| Returns for 5 years | -21.73 | 62.66 | -35% |
| Returns for 10 years | -49.91 | 37.64 | -133% |
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