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JDPAX vs JVMAX
JDPAX vs JVMAX Comparison
Open Charts JDPAX vs JVMAX
Janus Henderson Mid Cap Value A
Price$14.83
Change+$1.04 (+7.54%)
VolumeN/A
Net Assets1.99B
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
JDPAX vs JVMAX Comparison Chart
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JDPAX vs. JVMAX commentary
Apr 11, 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 JDPAX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. JDPAX (1.99B). JVMAX pays higher dividends than JDPAX: JVMAX (0.61) vs JDPAX (0.51). JDPAX was incepted earlier than JVMAX: JDPAX (16 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than JDPAX (1.04). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JDPAX (37.00). JDPAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX has a lower initial minimum investment than JDPAX: JVMAX (1000) vs JDPAX (2500). JDPAX annual gain was more profitable for investors over the last year : -16.83 vs. JVMAX (-20.84). JVMAX return over 5 years is better than : 36.10 vs. JDPAX (12.76).
| JDPAX | JVMAX | JDPAX / JVMAX | |
| Total Expense Ratio | 1.04 | 1.12 | 93% |
| Annual Report Gross Expense Ratio | 1.04 | 1.13 | 92% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -13.216 | -13.336 | 99% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 18.5B | 11% |
| Annual Yield % from dividends | 0.51 | 0.61 | 83% |
| Returns for 1 year | -16.83 | -20.84 | 81% |
| Returns for 3 years | -16.17 | -13.99 | 116% |
| Returns for 5 years | 12.76 | 36.10 | 35% |
| Returns for 10 years | -28.11 | 11.67 | -241% |
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