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JVMAX vs JVMTX
JVMAX vs JVMTX Comparison
Open Charts JVMAX vs JVMTX
JHancock Disciplined Value Mid Cap A
Price$26.70
Change+$0.26 (+0.98%)
VolumeN/A
Net Assets21.72B
JHancock Disciplined Value Mid Cap R4
Price$28.28
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
JVMAX vs JVMTX Comparison Chart in %
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JVMAX vs. JVMTX commentary
Jun 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 (21.7B) and JVMTX (21.7B) have equal amount of cash in the bank . JVMTX pays higher dividends than JVMAX: JVMTX (0.67) vs JVMAX (0.60). 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 : -0.69 vs. JVMAX (-1.40). JVMTX (61.02) and JVMAX (58.33) 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 | 4.013 | 4.088 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 21.7B | 100% |
| Annual Yield % from dividends | 0.60 | 0.67 | 89% |
| Returns for 1 year | -1.40 | -0.69 | 202% |
| Returns for 3 years | 15.41 | 16.80 | 92% |
| Returns for 5 years | 58.33 | 61.02 | 96% |
| Returns for 10 years | 37.53 | 41.72 | 90% |
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