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JVMIX vs JVMSX
JVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSX
JHancock Disciplined Value Mid Cap I
Price$23.82
Change-$0.27 (-1.12%)
VolumeN/A
Net Assets19.09B
JHancock Disciplined Value Mid Cap R2
Price$23.67
Change-$0.27 (-1.13%)
VolumeN/A
Net Assets19.09B
JVMIX vs JVMSX Comparison Chart
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JVMIX vs. JVMSX commentary
Apr 08, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX (19.1B) and JVMSX (19.1B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMSX: JVMIX (0.83) vs JVMSX (0.45). 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 (-17.44) and JVMSX (-17.82) have marching annual gain over last year. JVMIX (47.52) and JVMSX (45.52) 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 | -10.612 | -10.705 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 19.1B | 100% |
| Annual Yield % from dividends | 0.83 | 0.45 | 186% |
| Returns for 1 year | -17.44 | -17.82 | 98% |
| Returns for 3 years | -10.01 | -10.79 | 93% |
| Returns for 5 years | 47.52 | 45.52 | 104% |
| Returns for 10 years | 19.74 | 16.68 | 118% |
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