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JVMIX vs JVMTX
JVMIX vs JVMTX Comparison
Open Charts JVMIX vs JVMTX
JHancock Disciplined Value Mid Cap I
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
JHancock Disciplined Value Mid Cap R4
Price$26.89
Change+$0.32 (+1.20%)
VolumeN/A
Net Assets21.11B
JVMIX vs JVMTX Comparison Chart
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JVMIX vs. JVMTX commentary
Apr 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX (21.1B) and JVMTX (21.1B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMTX: JVMIX (0.83) vs JVMTX (0.69). 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 (47.00) and JVMTX (47.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than JVMIX: JVMTX (0) vs JVMIX (250000). JVMIX (-8.65) and JVMTX (-8.82) have marching annual gain over last year. JVMIX (88.14) and JVMTX (87.17) have equivalent 5 years return.
| JVMIX | JVMTX | JVMIX / JVMTX | |
| Total Expense Ratio | 0.87 | 1.00 | 87% |
| Annual Report Gross Expense Ratio | 0.88 | 1.11 | 79% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | -1.224 | -1.263 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 21.1B | 100% |
| Annual Yield % from dividends | 0.83 | 0.69 | 120% |
| Returns for 1 year | -8.65 | -8.82 | 98% |
| Returns for 3 years | -1.89 | -2.19 | 86% |
| Returns for 5 years | 88.14 | 87.17 | 101% |
| Returns for 10 years | 33.26 | 32.05 | 104% |
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