Ad is loading...
JVMAX vs JVMIX ᐉ Comparison: Which is Better to Invest?
JVMAX vs JVMIX Comparison
Open Charts JVMAX vs JVMIX
JHancock Disciplined Value Mid Cap A
Price$27.00
Change-$0.06 (-0.22%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$28.46
Change-$0.07 (-0.25%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMAX vs JVMIX Comparison Chart
Loading...
JVMAX vs. JVMIX commentary
Apr 26, 2024
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 (22.3B) and JVMIX (22.2B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.84) vs JVMAX (0.67). JVMAX was incepted earlier than JVMIX: JVMAX (27 years) vs JVMIX (27 years). JVMAX (41.00) and JVMIX (41.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than JVMIX: JVMAX (1000) vs JVMIX (250000). JVMIX (18.30) and JVMAX (17.85) have marching annual gain over last year. JVMIX return over 5 years is better than : 41.65 vs. JVMAX (39.09).
| JVMAX | JVMIX | JVMAX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 3.886 | 3.982 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 22.2B | 100% |
| Annual Yield % from dividends | 0.67 | 0.84 | 79% |
| Returns for 1 year | 17.85 | 18.30 | 97% |
| Returns for 3 years | 3.87 | 5.33 | 73% |
| Returns for 5 years | 39.09 | 41.65 | 94% |
| Returns for 10 years | 57.16 | 62.99 | 91% |