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JVMAX vs JVMIX
JVMAX vs JVMIX Comparison
Open Charts JVMAX vs JVMIX
JHancock Disciplined Value Mid Cap A
Price$27.35
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets23.44B
JHancock Disciplined Value Mid Cap I
Price$29.06
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.44B
JVMAX vs JVMIX Comparison Chart in %
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JVMAX vs. JVMIX commentary
Nov 20, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX (23.4B) and JVMIX (23.4B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.75) vs JVMAX (0.56). 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 : -7.00 vs. JVMAX (-7.80). JVMIX return over 5 years is better than : 31.58 vs. JVMAX (28.75).
| 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 | 7.356 | 7.607 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 23.4B | 100% |
| Annual Yield % from dividends | 0.56 | 0.75 | 74% |
| Returns for 1 year | -7.80 | -7.00 | 111% |
| Returns for 3 years | 10.81 | 12.51 | 86% |
| Returns for 5 years | 28.75 | 31.58 | 91% |
| Returns for 10 years | 39.29 | 44.83 | 88% |
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