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JVMIX vs JVMSX
JVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSX
JHancock Disciplined Value Mid Cap I
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
JVMIX vs JVMSX Comparison Chart
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JVMIX vs. JVMSX commentary
May 09, 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 (20.6B) and JVMSX (20.6B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMSX: JVMIX (0.85) vs JVMSX (0.46). 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 : -8.01 vs. JVMSX (-8.45). JVMIX (53.05) and JVMSX (50.94) 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 | -2.263 | -2.424 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 20.6B | 100% |
| Annual Yield % from dividends | 0.85 | 0.46 | 186% |
| Returns for 1 year | -8.01 | -8.45 | 95% |
| Returns for 3 years | 5.61 | 4.66 | 120% |
| Returns for 5 years | 53.05 | 50.94 | 104% |
| Returns for 10 years | 31.23 | 27.80 | 112% |
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