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JVMAX vs JVMIX
JVMAX vs JVMIX Comparison
Open Charts JVMAX vs JVMIX
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.3B
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
JVMAX vs JVMIX Comparison Chart in %
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JVMAX vs. JVMIX commentary
Sep 07, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX (24.3B) and JVMIX (24.3B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.74) vs JVMAX (0.55). JVMAX was incepted earlier than JVMIX: JVMAX (28 years) vs JVMIX (28 years). JVMAX (1.11) is less costly to investors than JVMIX (0.86). JVMAX (49.00) and JVMIX (49.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than JVMIX: JVMAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.87 vs. JVMAX (1.97). JVMIX return over 5 years is better than : 54.81 vs. JVMAX (51.56).
| JVMAX | JVMIX | JVMAX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.11 | 0.86 | 129% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 11.762 | 11.948 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 24.3B | 100% |
| Annual Yield % from dividends | 0.55 | 0.74 | 74% |
| Returns for 1 year | 1.97 | 2.87 | 69% |
| Returns for 3 years | 23.05 | 24.90 | 93% |
| Returns for 5 years | 51.56 | 54.81 | 94% |
| Returns for 10 years | 52.46 | 58.55 | 90% |
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