Ad is loading...
JSVSX vs JVMTX
JSVSX vs JVMTX Comparison
Open Charts JSVSX vs JVMTX
Janus Henderson Small-Mid Cap Value S
Price$13.40
Change+$1.12 (+9.12%)
VolumeN/A
Net Assets85.49M
JHancock Disciplined Value Mid Cap R4
Price$25.14
Change+$1.81 (+7.76%)
VolumeN/A
Net Assets18.48B
JSVSX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSVSX vs. JVMTX commentary
Apr 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 JSVSX is a Buy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 18.5B vs. JSVSX (85.5M). JVMTX pays higher dividends than JSVSX: JVMTX (0.69) vs JSVSX (0.30). JSVSX was incepted earlier than JVMTX: JSVSX (13 years) vs JVMTX (12 years). JSVSX (2.68) is less costly to investors than JVMTX (1.11). JSVSX is a more actively managed with annual turnover of: 63.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than JSVSX: JVMTX (0) vs JSVSX (2500). JVMTX annual gain was more profitable for investors over the last year : -20.32 vs. JSVSX (-21.73). JVMTX return over 5 years is better than : 38.41 vs. JSVSX (30.37).
| JSVSX | JVMTX | JSVSX / JVMTX | |
| Total Expense Ratio | 1.19 | 1.00 | 119% |
| Annual Report Gross Expense Ratio | 2.68 | 1.11 | 241% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | -20.672 | -13.304 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.5M | 18.5B | 0% |
| Annual Yield % from dividends | 0.30 | 0.69 | 44% |
| Returns for 1 year | -21.73 | -20.32 | 107% |
| Returns for 3 years | -4.20 | -12.95 | 32% |
| Returns for 5 years | 30.37 | 38.41 | 79% |
| Returns for 10 years | 2.71 | 15.07 | 18% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EWO | 24.27 | 1.95 | +8.74% |
| iShares MSCI Austria ETF | |||
| PPA | 115.32 | 9.21 | +8.68% |
| Invesco Aerospace & Defense ETF | |||
| AFLG | 32.46 | 2.56 | +8.56% |
| First Trust Active Factor Large Cap ETF | |||
| PSCU | 54.05 | 3.01 | +5.89% |
| Invesco S&P SmallCap Ult & Comnc Svc ETF | |||
| PDT | 12.29 | 0.53 | +4.51% |
| John Hancock Premium Dividend Fund | |||