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JVMAX vs JVMSX
JVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSX
JHancock Disciplined Value Mid Cap A
Price$22.45
Change-$0.26 (-1.14%)
VolumeN/A
Net Assets19.09B
JHancock Disciplined Value Mid Cap R2
Price$23.67
Change-$0.27 (-1.13%)
VolumeN/A
Net Assets19.09B
JVMAX vs JVMSX Comparison Chart
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JVMAX vs. JVMSX commentary
Apr 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX (19.1B) and JVMSX (19.1B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.61) vs JVMSX (0.45). 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 (-17.82) and JVMAX (-18.13) have marching annual gain over last year. JVMSX (45.52) and JVMAX (44.42) 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 | -10.661 | -10.705 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 19.1B | 100% |
| Annual Yield % from dividends | 0.61 | 0.45 | 138% |
| Returns for 1 year | -18.13 | -17.82 | 102% |
| Returns for 3 years | -11.34 | -10.79 | 105% |
| Returns for 5 years | 44.42 | 45.52 | 98% |
| Returns for 10 years | 15.11 | 16.68 | 91% |
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