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JVMAX vs JVMTX
JVMAX vs JVMTX Comparison
Open Charts JVMAX vs JVMTX
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
JVMAX vs JVMTX Comparison Chart in %
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JVMAX vs. JVMTX commentary
Jul 27, 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 (23.1B) and JVMTX (23.1B) have equal amount of cash in the bank . JVMTX pays higher dividends than JVMAX: JVMTX (0.65) vs JVMAX (0.58). 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 (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 : 1.07 vs. JVMAX (0.36). JVMTX (57.29) and JVMAX (54.69) 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 | 9.166 | 9.253 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 23.1B | 100% |
| Annual Yield % from dividends | 0.58 | 0.65 | 89% |
| Returns for 1 year | 0.36 | 1.07 | 34% |
| Returns for 3 years | 19.68 | 21.15 | 93% |
| Returns for 5 years | 54.69 | 57.29 | 95% |
| Returns for 10 years | 44.49 | 48.90 | 91% |
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