Interact to see
Advertisement
Advertisement
JVMAX vs JVMSX
JVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSX
JHancock Disciplined Value Mid Cap A
Price$27.99
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets24.04B
JHancock Disciplined Value Mid Cap R2
Price$29.49
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets24.04B
JVMAX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. JVMSX commentary
Sep 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX (24B) and JVMSX (24B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.55) vs JVMSX (0.40). JVMAX was incepted earlier than JVMSX: JVMAX (28 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JVMAX (1.11). JVMAX (49.00) and JVMSX (49.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMAX: JVMSX (0) vs JVMAX (1000). JVMSX annual gain was more profitable for investors over the last year : 0.14 vs. JVMAX (-0.24). JVMSX (50.57) and JVMAX (49.48) have equivalent 5 years return.
| JVMAX | JVMSX | JVMAX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.11 | 1.25 | 89% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 10.228 | 10.108 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 24B | 100% |
| Annual Yield % from dividends | 0.55 | 0.40 | 138% |
| Returns for 1 year | -0.24 | 0.14 | -176% |
| Returns for 3 years | 20.79 | 21.52 | 97% |
| Returns for 5 years | 49.48 | 50.57 | 98% |
| Returns for 10 years | 54.22 | 56.23 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement