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JVMIX vs JVMTX
JVMIX vs JVMTX Comparison
Open Charts JVMIX vs JVMTX
JHancock Disciplined Value Mid Cap I
Price$29.18
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets22.5B
JHancock Disciplined Value Mid Cap R4
Price$29.12
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets22.5B
JVMIX vs JVMTX Comparison Chart in %
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JVMIX vs. JVMTX commentary
Jul 10, 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 (22.5B) and JVMTX (22.5B) 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 (3.79) and JVMTX (3.62) have marching annual gain over last year. JVMIX (64.34) and JVMTX (63.53) 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 | 7.866 | 7.804 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 22.5B | 100% |
| Annual Yield % from dividends | 0.78 | 0.65 | 120% |
| Returns for 1 year | 3.79 | 3.62 | 105% |
| Returns for 3 years | 22.90 | 22.53 | 102% |
| Returns for 5 years | 64.34 | 63.53 | 101% |
| Returns for 10 years | 47.15 | 45.79 | 103% |
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