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JVMAX vs JVMRX
JVMAX vs JVMRX Comparison
Open Charts JVMAX vs JVMRX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
JVMAX vs JVMRX Comparison Chart
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JVMAX vs. JVMRX commentary
Apr 04, 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 (21.4B) and JVMRX (21.4B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMAX: JVMRX (0.94) vs JVMAX (0.61). 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 (47.00) and JVMRX (47.00) 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 : -7.83 vs. JVMAX (-8.70). JVMRX return over 5 years is better than : 90.92 vs. JVMAX (86.30).
| 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 | -0.118 | -0.037 | 318% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 21.4B | 100% |
| Annual Yield % from dividends | 0.61 | 0.94 | 65% |
| Returns for 1 year | -8.70 | -7.83 | 111% |
| Returns for 3 years | -2.01 | -0.32 | 624% |
| Returns for 5 years | 86.30 | 90.92 | 95% |
| Returns for 10 years | 28.82 | 34.80 | 83% |
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