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JVMIX vs JVMTX
JVMIX vs JVMTX Comparison
Open Charts JVMIX vs JVMTX
JHancock Disciplined Value Mid Cap I
Price$25.65
Change+$0.43 (+1.70%)
VolumeN/A
Net Assets19.84B
JHancock Disciplined Value Mid Cap R4
Price$25.60
Change+$0.43 (+1.71%)
VolumeN/A
Net Assets19.84B
JVMIX vs JVMTX Comparison Chart
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JVMIX vs. JVMTX commentary
Apr 25, 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 (19.8B) and JVMTX (19.8B) 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 (-10.87) and JVMTX (-11.04) have marching annual gain over last year. JVMIX (53.98) and JVMTX (53.25) 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 | -6.419 | -6.466 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 19.8B | 100% |
| Annual Yield % from dividends | 0.83 | 0.69 | 120% |
| Returns for 1 year | -10.87 | -11.04 | 98% |
| Returns for 3 years | -4.34 | -4.64 | 94% |
| Returns for 5 years | 53.98 | 53.25 | 101% |
| Returns for 10 years | 25.65 | 24.44 | 105% |
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