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JVMAX vs JVMSX
JVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSX
JHancock Disciplined Value Mid Cap A
Price$27.70
Change+$0.49 (+1.80%)
VolumeN/A
Net Assets23.2B
JHancock Disciplined Value Mid Cap R2
Price$29.19
Change+$0.51 (+1.78%)
VolumeN/A
Net Assets23.2B
JVMAX vs JVMSX Comparison Chart in %
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JVMAX vs. JVMSX commentary
Aug 13, 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 (23.2B) and JVMSX (23.2B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.57) vs JVMSX (0.41). 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 (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 : 1.43 vs. JVMAX (0.98). JVMSX (46.07) and JVMAX (44.93) 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 | 7.042 | 6.975 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 23.2B | 100% |
| Annual Yield % from dividends | 0.57 | 0.41 | 138% |
| Returns for 1 year | 0.98 | 1.43 | 68% |
| Returns for 3 years | 8.87 | 9.58 | 93% |
| Returns for 5 years | 44.93 | 46.07 | 98% |
| Returns for 10 years | 37.85 | 39.78 | 95% |
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