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JMVIX vs JVMTX
JMVIX vs JVMTX Comparison
Open Charts JMVIX vs JVMTX
Janus Henderson Mid Cap Value S
Price$15.49
Change-$0.23 (-1.46%)
VolumeN/A
Net Assets2.07B
JHancock Disciplined Value Mid Cap R4
Price$26.18
Change-$0.50 (-1.87%)
VolumeN/A
Net Assets21.34B
JMVIX vs JVMTX Comparison Chart
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JMVIX vs. JVMTX commentary
Mar 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 JMVIX is a Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.3B vs. JMVIX (2.07B). JVMTX pays higher dividends than JMVIX: JVMTX (0.67) vs JMVIX (0.36). 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 annual gain was more profitable for investors over the last year : -3.46 vs. JVMTX (-7.59). JVMTX return over 5 years is better than : 40.89 vs. JMVIX (11.84).
| 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 | -0.855 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 21.3B | 10% |
| Annual Yield % from dividends | 0.36 | 0.67 | 54% |
| Returns for 1 year | -3.46 | -7.59 | 46% |
| Returns for 3 years | 0.18 | 4.31 | 4% |
| Returns for 5 years | 11.84 | 40.89 | 29% |
| Returns for 10 years | -15.71 | 35.92 | -44% |
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