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JVMIX vs JVMRX
JVMIX vs JVMRX Comparison
Open Charts JVMIX vs JVMRX
JHancock Disciplined Value Mid Cap I
Price$27.48
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets21.4B
JHancock Disciplined Value Mid Cap R6
Price$27.48
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets21.4B
JVMIX vs JVMRX Comparison Chart
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JVMIX vs. JVMRX commentary
Jun 01, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX (21.4B) and JVMRX (21.4B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMIX: JVMRX (0.91) vs JVMIX (0.80). 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 (-3.69) and JVMIX (-3.76) have marching annual gain over last year. JVMRX (53.13) and JVMIX (52.57) 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 | 1.967 | 2.004 | 98% |
| 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 | 0.80 | 0.91 | 88% |
| Returns for 1 year | -3.76 | -3.69 | 102% |
| Returns for 3 years | 5.64 | 5.90 | 96% |
| Returns for 5 years | 52.57 | 53.13 | 99% |
| Returns for 10 years | 35.87 | 36.65 | 98% |
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