JVMIX
Price
$30.12
Change
-$0.14 (-0.46%)
Updated
Oct 6 closing price
Net Assets
24.36B
JVMRX
Price
$30.14
Change
-$0.13 (-0.43%)
Updated
Oct 6 closing price
Net Assets
24.36B
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JVMIX vs JVMRX

Header iconJVMIX vs JVMRX Comparison
Open Charts JVMIX vs JVMRXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$30.12
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets24.36B
JHancock Disciplined Value Mid Cap R6
Price$30.14
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets24.36B
JVMIX vs JVMRX Comparison Chart in %
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JVMIX vs. JVMRX commentary
Oct 07, 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.

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FUNDAMENTALS
Fundamentals
JVMIX (24.4B) and JVMRX (24.4B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMIX: JVMRX (0.84) vs JVMIX (0.74). JVMIX was incepted earlier than JVMRX: JVMIX (28 years) vs JVMRX (14 years). JVMIX (0.86) is less costly to investors than JVMRX (0.75). JVMIX (49.00) and JVMRX (49.00) have comparable annual turnover. JVMIX has a lower initial minimum investment than JVMRX: JVMIX (250000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -0.58 vs. JVMIX (-0.68). JVMRX (53.27) and JVMIX (52.74) have equivalent 5 years return.
JVMIXJVMRXJVMIX / JVMRX
Total Expense Ratio0.850.74115%
Annual Report Gross Expense Ratio0.860.75115%
Fund Existence28 years14 years-
Gain YTD12.28212.36199%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets24.4B24.4B100%
Annual Yield % from dividends0.740.8488%
Returns for 1 year-0.68-0.58119%
Returns for 3 years31.0931.3599%
Returns for 5 years52.7453.2799%
Returns for 10 years55.7356.6798%
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