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JVMAX vs JVMRX
JVMAX vs JVMRX Comparison
Open Charts JVMAX vs JVMRX
JHancock Disciplined Value Mid Cap A
Price$27.21
Change-$0.16 (-0.58%)
VolumeN/A
Net Assets23.32B
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
JVMAX vs JVMRX Comparison Chart in %
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JVMAX vs. JVMRX commentary
Aug 08, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX (23.3B) and JVMRX (23.3B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMAX: JVMRX (0.86) vs JVMAX (0.57). JVMAX was incepted earlier than JVMRX: JVMAX (28 years) vs JVMRX (14 years). JVMAX (1.13) is less costly to investors than JVMRX (0.76). JVMAX (49.00) and JVMRX (49.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than JVMRX: JVMAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 4.38 vs. JVMAX (3.37). JVMRX return over 5 years is better than : 51.76 vs. JVMAX (48.03).
| JVMAX | JVMRX | JVMAX / JVMRX | |
| Total Expense Ratio | 1.12 | 0.75 | 149% |
| Annual Report Gross Expense Ratio | 1.13 | 0.76 | 149% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 7.671 | 7.906 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 23.3B | 100% |
| Annual Yield % from dividends | 0.57 | 0.86 | 66% |
| Returns for 1 year | 3.37 | 4.38 | 77% |
| Returns for 3 years | 14.06 | 16.07 | 88% |
| Returns for 5 years | 48.03 | 51.76 | 93% |
| Returns for 10 years | 38.46 | 44.89 | 86% |
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