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JVMAX vs JVMTX
JVMAX vs JVMTX Comparison
Open Charts JVMAX vs JVMTX
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JVMAX vs JVMTX Comparison Chart in %
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JVMAX vs. JVMTX commentary
Jul 05, 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 (22.6B) and JVMTX (22.6B) 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 : 3.31 vs. JVMAX (2.59). JVMTX (61.96) and JVMAX (59.32) 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 | 8.301 | 8.361 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 22.6B | 100% |
| Annual Yield % from dividends | 0.58 | 0.65 | 89% |
| Returns for 1 year | 2.59 | 3.31 | 78% |
| Returns for 3 years | 22.00 | 23.47 | 94% |
| Returns for 5 years | 59.32 | 61.96 | 96% |
| Returns for 10 years | 42.63 | 46.97 | 91% |
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