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JVMAX vs JVMSX
JVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSX
JHancock Disciplined Value Mid Cap A
Price$25.98
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
JHancock Disciplined Value Mid Cap R2
Price$27.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.45B
JVMAX vs JVMSX Comparison Chart
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JVMAX vs. JVMSX commentary
Jun 07, 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 (21.5B) and JVMSX (21.5B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.60) vs JVMSX (0.43). JVMAX was incepted earlier than JVMSX: JVMAX (28 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JVMAX (1.13). JVMAX (47.00) and JVMSX (47.00) 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 : -3.94 vs. JVMAX (-4.36). JVMSX (37.71) and JVMAX (36.60) have equivalent 5 years return.
| JVMAX | JVMSX | JVMAX / JVMSX | |
| Total Expense Ratio | 1.12 | 1.25 | 90% |
| Annual Report Gross Expense Ratio | 1.13 | 1.26 | 90% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 2.164 | 2.126 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 21.5B | 100% |
| Annual Yield % from dividends | 0.60 | 0.43 | 138% |
| Returns for 1 year | -4.36 | -3.94 | 111% |
| Returns for 3 years | 4.12 | 4.81 | 86% |
| Returns for 5 years | 36.60 | 37.71 | 97% |
| Returns for 10 years | 32.42 | 34.28 | 95% |
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