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JVMIX vs JVMSX
JVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JVMIX vs JVMSX Comparison Chart in %
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JVMIX vs. JVMSX commentary
Jul 05, 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 (22.6B) and JVMSX (22.6B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMSX: JVMIX (0.78) vs JVMSX (0.42). 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 (49.00) and JVMSX (49.00) 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 : 3.45 vs. JVMSX (3.00). JVMIX (62.76) and JVMSX (60.52) 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 | 8.423 | 8.206 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 22.6B | 100% |
| Annual Yield % from dividends | 0.78 | 0.42 | 186% |
| Returns for 1 year | 3.45 | 3.00 | 115% |
| Returns for 3 years | 23.84 | 22.77 | 105% |
| Returns for 5 years | 62.76 | 60.52 | 104% |
| Returns for 10 years | 48.34 | 44.56 | 108% |
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