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JVMAX vs JVMTX
JVMAX vs JVMTX Comparison
Open Charts JVMAX vs JVMTX
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
JHancock Disciplined Value Mid Cap R4
Price$25.60
Change+$0.43 (+1.71%)
VolumeN/A
Net Assets19.84B
JVMAX vs JVMTX Comparison Chart
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JVMAX vs. JVMTX commentary
Apr 25, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX (19.8B) and JVMTX (19.8B) have equal amount of cash in the bank . JVMTX pays higher dividends than JVMAX: JVMTX (0.69) vs JVMAX (0.61). JVMAX was incepted earlier than JVMTX: JVMAX (28 years) vs JVMTX (12 years). JVMAX (1.13) and JVMTX (1.11) have similar cost to investors . JVMAX (47.00) and JVMTX (47.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than JVMAX: JVMTX (0) vs JVMAX (1000). JVMTX annual gain was more profitable for investors over the last year : -11.04 vs. JVMAX (-11.62). JVMTX (53.25) and JVMAX (50.79) have equivalent 5 years return.
| JVMAX | JVMTX | JVMAX / JVMTX | |
| Total Expense Ratio | 1.12 | 1.00 | 112% |
| Annual Report Gross Expense Ratio | 1.13 | 1.11 | 102% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | -6.491 | -6.466 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 19.8B | 100% |
| Annual Yield % from dividends | 0.61 | 0.69 | 89% |
| Returns for 1 year | -11.62 | -11.04 | 105% |
| Returns for 3 years | -5.75 | -4.64 | 124% |
| Returns for 5 years | 50.79 | 53.25 | 95% |
| Returns for 10 years | 20.78 | 24.44 | 85% |
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