JVMIX
Price
$29.04
Change
+$0.15 (+0.52%)
Updated
Jul 2 closing price
Net Assets
22.34B
JVMRX
Price
$29.04
Change
+$0.15 (+0.52%)
Updated
Jul 2 closing price
Net Assets
22.34B
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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$29.04
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets22.34B
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets22.34B
JVMIX vs JVMRX Comparison Chart in %
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JVMIX vs. JVMRX commentary
Jul 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 JVMIX is a Buy and JVMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX (22.3B) and JVMRX (22.3B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMIX: JVMRX (0.88) vs JVMIX (0.78). 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 (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 (2.57) and JVMIX (2.46) have marching annual gain over last year. JVMRX (61.42) and JVMIX (60.92) have equivalent 5 years return.
JVMIXJVMRXJVMIX / JVMRX
Total Expense Ratio0.870.75116%
Annual Report Gross Expense Ratio0.880.76116%
Fund Existence28 years14 years-
Gain YTD7.1997.23899%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets22.3B22.3B100%
Annual Yield % from dividends0.780.8888%
Returns for 1 year2.462.5796%
Returns for 3 years22.4522.7099%
Returns for 5 years60.9261.4299%
Returns for 10 years46.0246.9298%
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