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JVMAX vs JVMIX
JVMAX vs JVMIX Comparison
Open Charts JVMAX vs JVMIX
JHancock Disciplined Value Mid Cap A
Price$25.98
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
JHancock Disciplined Value Mid Cap I
Price$27.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.45B
JVMAX vs JVMIX Comparison Chart
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JVMAX vs. JVMIX commentary
Jun 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 (21.5B) and JVMIX (21.5B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.80) vs JVMAX (0.60). 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 annual gain was more profitable for investors over the last year : -3.51 vs. JVMAX (-4.36). JVMIX return over 5 years is better than : 39.58 vs. JVMAX (36.60).
| 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 | 2.164 | 2.301 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 21.5B | 100% |
| Annual Yield % from dividends | 0.60 | 0.80 | 74% |
| Returns for 1 year | -4.36 | -3.51 | 124% |
| Returns for 3 years | 4.12 | 5.75 | 72% |
| Returns for 5 years | 36.60 | 39.58 | 92% |
| Returns for 10 years | 32.42 | 37.82 | 86% |
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