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JMVAX vs JVMTX
JMVAX vs JVMTX Comparison
Open Charts JMVAX vs JVMTX
Janus Henderson Mid Cap Value I
Price$16.16
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.98B
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
JMVAX vs JVMTX Comparison Chart in %
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JMVAX vs. JVMTX commentary
Jul 27, 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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. JMVAX (1.98B). JMVAX pays higher dividends than JVMTX: JMVAX (0.82) vs JVMTX (0.65). 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: 49.00 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 : 1.07 vs. JMVAX (-0.51). JVMTX return over 5 years is better than : 57.29 vs. JMVAX (26.00).
| 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 | 4.663 | 9.253 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 23.1B | 9% |
| Annual Yield % from dividends | 0.82 | 0.65 | 126% |
| Returns for 1 year | -0.51 | 1.07 | -47% |
| Returns for 3 years | 10.26 | 21.15 | 49% |
| Returns for 5 years | 26.00 | 57.29 | 45% |
| Returns for 10 years | -9.56 | 48.90 | -20% |
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