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JVMIX vs JVMRX
JVMIX vs JVMRX Comparison
Open Charts JVMIX vs JVMRX
JHancock Disciplined Value Mid Cap I
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
JVMIX vs JVMRX Comparison Chart
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JVMIX vs. JVMRX commentary
Apr 04, 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 JVMIX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX (21.4B) and JVMRX (21.4B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMIX: JVMRX (0.94) vs JVMIX (0.83). JVMIX was incepted earlier than JVMRX: JVMIX (28 years) vs JVMRX (14 years). JVMIX (0.88) is less costly to investors than JVMRX (0.76). JVMIX (47.00) and JVMRX (47.00) have comparable annual turnover. JVMIX has a lower initial minimum investment than JVMRX: JVMIX (250000) vs JVMRX (1000000). JVMRX (-7.83) and JVMIX (-7.93) have marching annual gain over last year. JVMRX (90.92) and JVMIX (90.33) have equivalent 5 years return.
| JVMIX | JVMRX | JVMIX / JVMRX | |
| Total Expense Ratio | 0.87 | 0.75 | 116% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -0.074 | -0.037 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 21.4B | 100% |
| Annual Yield % from dividends | 0.83 | 0.94 | 88% |
| Returns for 1 year | -7.93 | -7.83 | 101% |
| Returns for 3 years | -0.56 | -0.32 | 176% |
| Returns for 5 years | 90.33 | 90.92 | 99% |
| Returns for 10 years | 33.98 | 34.80 | 98% |
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