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JVMAX vs JVMTX
JVMAX vs JVMTX Comparison
Open Charts JVMAX vs JVMTX
JHancock Disciplined Value Mid Cap A
Price$28.57
Change+$0.19 (+0.67%)
VolumeN/A
Net Assets24.35B
JHancock Disciplined Value Mid Cap R4
Price$30.28
Change+$0.20 (+0.66%)
VolumeN/A
Net Assets24.35B
JVMAX vs JVMTX Comparison Chart in %
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JVMAX vs. JVMTX commentary
Sep 19, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX (24.3B) and JVMTX (24.3B) have equal amount of cash in the bank . JVMTX pays higher dividends than JVMAX: JVMTX (0.62) vs JVMAX (0.55). JVMAX was incepted earlier than JVMTX: JVMAX (28 years) vs JVMTX (12 years). JVMAX (1.11) and JVMTX (1.10) have similar cost to investors . JVMAX (49.00) and JVMTX (49.00) 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 : 0.69 vs. JVMAX (-0.06). JVMTX (55.38) and JVMAX (52.84) have equivalent 5 years return.
| JVMAX | JVMTX | JVMAX / JVMTX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.11 | 1.10 | 101% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 11.644 | 11.780 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 24.3B | 100% |
| Annual Yield % from dividends | 0.55 | 0.62 | 89% |
| Returns for 1 year | -0.06 | 0.69 | -8% |
| Returns for 3 years | 22.45 | 23.95 | 94% |
| Returns for 5 years | 52.84 | 55.38 | 95% |
| Returns for 10 years | 52.54 | 57.26 | 92% |
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