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JVMAX vs RSVAX
JVMAX vs RSVAX Comparison
Open Charts JVMAX vs RSVAX
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
JVMAX vs RSVAX Comparison Chart
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JVMAX vs. RSVAX commentary
Apr 18, 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 StrongBuy and RSVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. RSVAX (247M). JVMAX pays higher dividends than RSVAX: JVMAX (0.61) vs RSVAX (0.38). JVMAX was incepted earlier than RSVAX: JVMAX (28 years) vs RSVAX (32 years). RSVAX (1.34) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. RSVAX (0.55). RSVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX has a lower initial minimum investment than RSVAX: JVMAX (1000) vs RSVAX (2500). RSVAX annual gain was more profitable for investors over the last year : -5.85 vs. JVMAX (-11.24). JVMAX return over 5 years is better than : 47.12 vs. RSVAX (31.40).
| JVMAX | RSVAX | JVMAX / RSVAX | |
| Total Expense Ratio | 1.12 | 1.30 | 86% |
| Annual Report Gross Expense Ratio | 1.13 | 1.34 | 84% |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | -7.514 | -6.862 | 109% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 247M | 7,854% |
| Annual Yield % from dividends | 0.61 | 0.38 | 161% |
| Returns for 1 year | -11.24 | -5.85 | 192% |
| Returns for 3 years | -8.00 | -10.78 | 74% |
| Returns for 5 years | 47.12 | 31.40 | 150% |
| Returns for 10 years | 20.65 | -30.83 | -67% |
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