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JVMAX vs JVMTX
JVMAX vs JVMTX Comparison
Open Charts JVMAX vs JVMTX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
JHancock Disciplined Value Mid Cap R4
Price$25.39
Change-$1.50 (-5.58%)
VolumeN/A
Net Assets21.35B
JVMAX vs JVMTX Comparison Chart
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JVMAX vs. JVMTX commentary
Apr 04, 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 (21.4B) and JVMTX (21.4B) 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 : -8.06 vs. JVMAX (-8.70). JVMTX (89.43) and JVMAX (86.30) 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 | -0.118 | -0.074 | 159% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 21.4B | 100% |
| Annual Yield % from dividends | 0.61 | 0.69 | 89% |
| Returns for 1 year | -8.70 | -8.06 | 108% |
| Returns for 3 years | -2.01 | -0.83 | 242% |
| Returns for 5 years | 86.30 | 89.43 | 97% |
| Returns for 10 years | 28.82 | 32.75 | 88% |
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