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JMVAX vs JVMTX
JMVAX vs JVMTX Comparison
Open Charts JMVAX vs JVMTX
Janus Henderson Mid Cap Value I
Price$15.00
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets1.89B
JHancock Disciplined Value Mid Cap R4
Price$27.21
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
JMVAX vs JVMTX Comparison Chart
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JMVAX vs. JVMTX commentary
May 23, 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 JMVAX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.3B vs. JMVAX (1.89B). JMVAX pays higher dividends than JVMTX: JMVAX (0.87) vs JVMTX (0.71). JMVAX was incepted earlier than JVMTX: JMVAX (16 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than JMVAX (0.74). JVMTX is a more actively managed with annual turnover of: 47.00 vs. JMVAX (37.00). JVMTX has a lower initial minimum investment than JMVAX: JVMTX (0) vs JMVAX (2500). JVMTX annual gain was more profitable for investors over the last year : -6.01 vs. JMVAX (-6.91). JVMTX return over 5 years is better than : 57.84 vs. JMVAX (24.05).
| JMVAX | JVMTX | JMVAX / JVMTX | |
| Total Expense Ratio | 0.74 | 1.00 | 74% |
| Annual Report Gross Expense Ratio | 0.74 | 1.11 | 67% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -2.850 | 1.226 | -232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 21.3B | 9% |
| Annual Yield % from dividends | 0.87 | 0.71 | 123% |
| Returns for 1 year | -6.91 | -6.01 | 115% |
| Returns for 3 years | -0.73 | 8.59 | -9% |
| Returns for 5 years | 24.05 | 57.84 | 42% |
| Returns for 10 years | -18.49 | 32.71 | -57% |