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JVMAX vs JVMIX
JVMAX vs JVMIX Comparison
Open Charts JVMAX vs JVMIX
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
JHancock Disciplined Value Mid Cap I
Price$24.73
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
JVMAX vs JVMIX Comparison Chart
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JVMAX vs. JVMIX commentary
Apr 12, 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 JVMAX is a StrongBuy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX (19.2B) and JVMIX (19.2B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.83) vs JVMAX (0.61). JVMAX was incepted earlier than JVMIX: JVMAX (28 years) vs JVMIX (28 years). JVMAX (1.13) is less costly to investors than JVMIX (0.88). JVMAX (47.00) and JVMIX (47.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than JVMIX: JVMAX (1000) vs JVMIX (250000). JVMIX (-15.04) and JVMAX (-15.78) have marching annual gain over last year. JVMIX return over 5 years is better than : 44.92 vs. JVMAX (41.84).
| JVMAX | JVMIX | JVMAX / JVMIX | |
| Total Expense Ratio | 1.12 | 0.87 | 129% |
| Annual Report Gross Expense Ratio | 1.13 | 0.88 | 128% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -9.677 | -9.610 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 19.2B | 100% |
| Annual Yield % from dividends | 0.61 | 0.83 | 74% |
| Returns for 1 year | -15.78 | -15.04 | 105% |
| Returns for 3 years | -9.52 | -8.15 | 117% |
| Returns for 5 years | 41.84 | 44.92 | 93% |
| Returns for 10 years | 16.95 | 21.66 | 78% |
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