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JVMAX vs JVMIX
JVMAX vs JVMIX Comparison
Open Charts JVMAX vs JVMIX
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
JHancock Disciplined Value Mid Cap I
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
JVMAX vs JVMIX Comparison Chart
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JVMAX vs. JVMIX commentary
May 09, 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 (20.6B) and JVMIX (20.6B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.85) vs JVMAX (0.63). 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 : -8.01 vs. JVMAX (-8.80). JVMIX return over 5 years is better than : 53.05 vs. JVMAX (49.78).
| 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 | -2.360 | -2.263 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 20.6B | 100% |
| Annual Yield % from dividends | 0.63 | 0.85 | 74% |
| Returns for 1 year | -8.80 | -8.01 | 110% |
| Returns for 3 years | 4.03 | 5.61 | 72% |
| Returns for 5 years | 49.78 | 53.05 | 94% |
| Returns for 10 years | 26.12 | 31.23 | 84% |
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