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JSVTX vs JVMTX
JSVTX vs JVMTX Comparison
Open Charts JSVTX vs JVMTX
Janus Henderson Small-Mid Cap Value T
Price$13.09
Change-$0.15 (-1.13%)
VolumeN/A
Net Assets85.49M
JHancock Disciplined Value Mid Cap R4
Price$24.62
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets19.66B
JSVTX vs JVMTX Comparison Chart
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JSVTX vs. JVMTX commentary
Apr 18, 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 JSVTX is a Hold and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.7B vs. JSVTX (85.5M). JVMTX pays higher dividends than JSVTX: JVMTX (0.69) vs JSVTX (0.42). JSVTX was incepted earlier than JVMTX: JSVTX (13 years) vs JVMTX (12 years). JSVTX (1.17) is less costly to investors than JVMTX (1.11). JSVTX is a more actively managed with annual turnover of: 63.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than JSVTX: JVMTX (0) vs JSVTX (2500). JVMTX annual gain was more profitable for investors over the last year : -10.62 vs. JSVTX (-13.91). JVMTX return over 5 years is better than : 49.55 vs. JSVTX (41.63).
| JSVTX | JVMTX | JSVTX / JVMTX | |
| Total Expense Ratio | 0.94 | 1.00 | 94% |
| Annual Report Gross Expense Ratio | 1.17 | 1.11 | 105% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | -16.836 | -7.469 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.5M | 19.7B | 0% |
| Annual Yield % from dividends | 0.42 | 0.69 | 61% |
| Returns for 1 year | -13.91 | -10.62 | 131% |
| Returns for 3 years | 0.43 | -6.85 | -6% |
| Returns for 5 years | 41.63 | 49.55 | 84% |
| Returns for 10 years | 10.50 | 24.29 | 43% |
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