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JVMAX vs TAMVX
JVMAX vs TAMVX Comparison
Open Charts JVMAX vs TAMVX
JHancock Disciplined Value Mid Cap A
Price$25.39
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets21.11B
T. Rowe Price Mid-Cap Value Adv
Price$31.10
Change+$0.31 (+1.01%)
VolumeN/A
Net Assets15.3B
JVMAX vs TAMVX Comparison Chart
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JVMAX vs. TAMVX commentary
Apr 03, 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 TAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.1B vs. TAMVX (15.3B). TAMVX pays higher dividends than JVMAX: TAMVX (1.07) vs JVMAX (0.61). JVMAX was incepted earlier than TAMVX: JVMAX (28 years) vs TAMVX (23 years). JVMAX (1.13) and TAMVX (1.11) have similar cost to investors . TAMVX is a more actively managed with annual turnover of: 52.90 vs. JVMAX (47.00). JVMAX has a lower initial minimum investment than TAMVX: JVMAX (1000) vs TAMVX (2500). TAMVX annual gain was more profitable for investors over the last year : -8.50 vs. JVMAX (-9.43). JVMAX return over 5 years is better than : 84.10 vs. TAMVX (66.39).
| JVMAX | TAMVX | JVMAX / TAMVX | |
| Total Expense Ratio | 1.12 | 1.11 | 101% |
| Annual Report Gross Expense Ratio | 1.13 | 1.11 | 102% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -1.298 | -2.993 | 43% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 15.3B | 138% |
| Annual Yield % from dividends | 0.61 | 1.07 | 57% |
| Returns for 1 year | -9.43 | -8.50 | 111% |
| Returns for 3 years | -3.39 | -10.64 | 32% |
| Returns for 5 years | 84.10 | 66.39 | 127% |
| Returns for 10 years | 28.12 | 10.17 | 276% |
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