Interact to see
Advertisement
Advertisement
JVMIX vs JVMSX
JVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSX
JHancock Disciplined Value Mid Cap I
Price$29.72
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets24.04B
JHancock Disciplined Value Mid Cap R2
Price$29.49
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets24.04B
JVMIX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. JVMSX commentary
Sep 04, 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 (24B) and JVMSX (24B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMSX: JVMIX (0.74) vs JVMSX (0.40). JVMIX was incepted earlier than JVMSX: JVMIX (28 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JVMIX (0.86). 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 : 0.62 vs. JVMSX (0.14). JVMIX (52.71) and JVMSX (50.57) have equivalent 5 years return.
| JVMIX | JVMSX | JVMIX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 10.427 | 10.108 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 24B | 100% |
| Annual Yield % from dividends | 0.74 | 0.40 | 186% |
| Returns for 1 year | 0.62 | 0.14 | 449% |
| Returns for 3 years | 22.61 | 21.52 | 105% |
| Returns for 5 years | 52.71 | 50.57 | 104% |
| Returns for 10 years | 60.34 | 56.23 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MEMX | 33.05 | 0.26 | +0.78% |
| Matthews Emerging Markets Ex Chn Act ETF | |||
| JANT | 38.95 | 0.11 | +0.29% |
| AllianzIM US Large Cap Buffer10 Jan ETF | |||
| BUFZ | 25.52 | 0.06 | +0.24% |
| FT Vest Laddered Moderate Bffr ETF | |||
| NEWTZ | 24.98 | 0.03 | +0.13% |
| NewtekOne | |||
| FNDA | 30.93 | -0.05 | -0.16% |
| Schwab Fundamental U.S. Small CompanyETF | |||