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JVMIX vs JVMSX
JVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.73B
JVMIX vs JVMSX Comparison Chart
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JVMIX vs. JVMSX commentary
Jun 15, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX (21.7B) and JVMSX (21.7B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMSX: JVMIX (0.80) vs JVMSX (0.43). JVMIX was incepted earlier than JVMSX: JVMIX (28 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JVMIX (0.88). JVMIX (47.00) and JVMSX (47.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMIX: JVMSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -1.74 vs. JVMSX (-2.16). JVMIX (53.95) and JVMSX (51.88) have equivalent 5 years return.
| JVMIX | JVMSX | JVMIX / JVMSX | |
| Total Expense Ratio | 0.87 | 1.25 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.26 | 70% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 3.673 | 3.506 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 21.7B | 100% |
| Annual Yield % from dividends | 0.80 | 0.43 | 186% |
| Returns for 1 year | -1.74 | -2.16 | 80% |
| Returns for 3 years | 18.17 | 17.15 | 106% |
| Returns for 5 years | 53.95 | 51.88 | 104% |
| Returns for 10 years | 38.48 | 34.99 | 110% |
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