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JMVIX vs JVMTX
JMVIX vs JVMTX Comparison
Open Charts JMVIX vs JVMTX
Janus Henderson Mid Cap Value S
Price$15.72
Change-$0.20 (-1.26%)
VolumeN/A
Net Assets1.94B
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
JMVIX vs JVMTX Comparison Chart
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JMVIX vs. JVMTX commentary
Jun 15, 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 JMVIX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. JMVIX (1.94B). JVMTX pays higher dividends than JMVIX: JVMTX (0.67) vs JMVIX (0.37). JMVIX was incepted earlier than JVMTX: JMVIX (16 years) vs JVMTX (12 years). JMVIX (1.14) and JVMTX (1.11) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 47.00 vs. JMVIX (37.00). JVMTX has a lower initial minimum investment than JMVIX: JVMTX (0) vs JMVIX (2500). JMVIX (-2.92) and JVMTX (-3.01) have marching annual gain over last year. JVMTX return over 5 years is better than : 51.48 vs. JMVIX (20.25).
| JMVIX | JVMTX | JMVIX / JVMTX | |
| Total Expense Ratio | 1.14 | 1.00 | 114% |
| Annual Report Gross Expense Ratio | 1.14 | 1.11 | 103% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -1.256 | 2.453 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 21.5B | 9% |
| Annual Yield % from dividends | 0.37 | 0.67 | 56% |
| Returns for 1 year | -2.92 | -3.01 | 97% |
| Returns for 3 years | 6.72 | 16.50 | 41% |
| Returns for 5 years | 20.25 | 51.48 | 39% |
| Returns for 10 years | -18.20 | 35.66 | -51% |