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JVMAX vs JVSAX
JVMAX vs JVSAX Comparison
Open Charts JVMAX vs JVSAX
JHancock Disciplined Value Mid Cap A
Price$27.21
Change-$0.16 (-0.58%)
VolumeN/A
Net Assets23.32B
Janus Henderson Small-Mid Cap Value A
Price$15.50
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets85.37M
JVMAX vs JVSAX Comparison Chart in %
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JVMAX vs. JVSAX commentary
Aug 08, 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 JVSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. JVSAX (85.4M). JVMAX pays higher dividends than JVSAX: JVMAX (0.57) vs JVSAX (0.28). JVMAX was incepted earlier than JVSAX: JVMAX (28 years) vs JVSAX (14 years). JVSAX (1.37) is less costly to investors than JVMAX (1.13). JVSAX is a more actively managed with annual turnover of: 63.00 vs. JVMAX (49.00). JVSAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX has a lower initial minimum investment than JVSAX: JVMAX (1000) vs JVSAX (2500). JVMAX annual gain was more profitable for investors over the last year : 3.37 vs. JVSAX (-2.20). JVSAX (48.88) and JVMAX (48.03) have equivalent 5 years return.
| JVMAX | JVSAX | JVMAX / JVSAX | |
| Total Expense Ratio | 1.12 | 1.07 | 105% |
| Annual Report Gross Expense Ratio | 1.13 | 1.37 | 82% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 7.671 | -0.705 | -1,089% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 85.4M | 27,283% |
| Annual Yield % from dividends | 0.57 | 0.28 | 203% |
| Returns for 1 year | 3.37 | -2.20 | -153% |
| Returns for 3 years | 14.06 | 22.24 | 63% |
| Returns for 5 years | 48.03 | 48.88 | 98% |
| Returns for 10 years | 38.46 | 29.72 | 129% |
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