Interact to see
Advertisement
Advertisement
JSVDX vs JVMTX
JSVDX vs JVMTX Comparison
Open Charts JSVDX vs JVMTX
Janus Henderson Small-Mid Cap Value D
Price$15.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets85.37M
JHancock Disciplined Value Mid Cap R4
Price$28.83
Change-$0.17 (-0.59%)
VolumeN/A
Net Assets23.32B
JSVDX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVDX vs. JVMTX commentary
Aug 08, 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 JSVDX is a StrongBuy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. JSVDX (85.4M). JVMTX pays higher dividends than JSVDX: JVMTX (0.64) vs JSVDX (0.52). JSVDX was incepted earlier than JVMTX: JSVDX (14 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than JSVDX (1.05). JSVDX is a more actively managed with annual turnover of: 63.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than JSVDX: JVMTX (0) vs JSVDX (2500). JVMTX annual gain was more profitable for investors over the last year : 4.14 vs. JSVDX (-1.85). JSVDX (50.86) and JVMTX (50.49) have equivalent 5 years return.
| JSVDX | JVMTX | JSVDX / JVMTX | |
| Total Expense Ratio | 0.82 | 1.00 | 82% |
| Annual Report Gross Expense Ratio | 1.05 | 1.11 | 95% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -0.509 | 7.767 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 23.3B | 0% |
| Annual Yield % from dividends | 0.52 | 0.64 | 81% |
| Returns for 1 year | -1.85 | 4.14 | -45% |
| Returns for 3 years | 23.24 | 15.47 | 150% |
| Returns for 5 years | 50.86 | 50.49 | 101% |
| Returns for 10 years | 32.88 | 42.69 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers