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JVMAX vs JVMSX
JVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSX
JHancock Disciplined Value Mid Cap A
Price$25.14
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
JVMAX vs JVMSX Comparison Chart
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JVMAX vs. JVMSX commentary
May 12, 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 (20.9B) and JVMSX (20.9B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.63) vs JVMSX (0.46). 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 (-8.06) and JVMAX (-8.42) have marching annual gain over last year. JVMSX (52.90) and JVMAX (51.71) 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 | -1.101 | -1.156 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 20.9B | 100% |
| Annual Yield % from dividends | 0.63 | 0.46 | 137% |
| Returns for 1 year | -8.42 | -8.06 | 105% |
| Returns for 3 years | 5.51 | 6.19 | 89% |
| Returns for 5 years | 51.71 | 52.90 | 98% |
| Returns for 10 years | 28.25 | 30.02 | 94% |
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