JVMIX
Price
$28.89
Change
+$0.36 (+1.26%)
Updated
Jul 1 closing price
Net Assets
22.34B
JVMTX
Price
$28.83
Change
+$0.36 (+1.26%)
Updated
Jul 1 closing price
Net Assets
22.34B
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JVMIX vs JVMTX

Header iconJVMIX vs JVMTX Comparison
Open Charts JVMIX vs JVMTXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$28.89
Change+$0.36 (+1.26%)
VolumeN/A
Net Assets22.34B
JHancock Disciplined Value Mid Cap R4
Price$28.83
Change+$0.36 (+1.26%)
VolumeN/A
Net Assets22.34B
JVMIX vs JVMTX Comparison Chart in %
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JVMIX vs. JVMTX commentary
Jul 03, 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 JVMTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX (22.3B) and JVMTX (22.3B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMTX: JVMIX (0.78) vs JVMTX (0.65). JVMIX was incepted earlier than JVMTX: JVMIX (28 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than JVMIX (0.88). JVMIX (49.00) and JVMTX (49.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than JVMIX: JVMTX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.65 vs. JVMTX (1.47). JVMIX (58.91) and JVMTX (58.13) have equivalent 5 years return.
JVMIXJVMTXJVMIX / JVMTX
Total Expense Ratio0.871.0087%
Annual Report Gross Expense Ratio0.881.1179%
Fund Existence28 years12 years-
Gain YTD5.8635.797101%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.3B22.3B100%
Annual Yield % from dividends0.780.65120%
Returns for 1 year1.651.47112%
Returns for 3 years20.9220.55102%
Returns for 5 years58.9158.13101%
Returns for 10 years44.2042.87103%
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