JVMAX
Price
$27.58
Change
+$0.25 (+0.91%)
Updated
Jul 22 closing price
Net Assets
22.71B
JVMSX
Price
$29.07
Change
+$0.26 (+0.90%)
Updated
Jul 22 closing price
Net Assets
22.71B
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JVMAX vs JVMSX

Header iconJVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.58
Change+$0.25 (+0.91%)
VolumeN/A
Net Assets22.71B
JHancock Disciplined Value Mid Cap R2
Price$29.07
Change+$0.26 (+0.90%)
VolumeN/A
Net Assets22.71B
JVMAX vs JVMSX Comparison Chart in %
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JVMAX vs. JVMSX commentary
Jul 23, 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.

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FUNDAMENTALS
Fundamentals
JVMAX (22.7B) and JVMSX (22.7B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.58) vs JVMSX (0.42). 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 : -0.42 vs. JVMAX (-0.84). JVMSX (52.41) and JVMAX (51.19) have equivalent 5 years return.
JVMAXJVMSXJVMAX / JVMSX
Total Expense Ratio1.121.2590%
Annual Report Gross Expense Ratio1.131.2690%
Fund Existence28 years13 years-
Gain YTD7.5147.460101%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.7B22.7B100%
Annual Yield % from dividends0.580.42138%
Returns for 1 year-0.84-0.42200%
Returns for 3 years17.4718.2696%
Returns for 5 years51.1952.4198%
Returns for 10 years42.4544.4196%
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