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JVMIX vs TRMIX
JVMIX vs TRMIX Comparison
Open Charts JVMIX vs TRMIX
JHancock Disciplined Value Mid Cap I
Price$29.93
Change-$0.19 (-0.63%)
VolumeN/A
Net Assets24.26B
T. Rowe Price Mid-Cap Value I
Price$33.35
Change-$0.29 (-0.86%)
VolumeN/A
Net Assets15.23B
JVMIX vs TRMIX Comparison Chart in %
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JVMIX vs. TRMIX commentary
Oct 09, 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 TRMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. TRMIX (15.2B). TRMIX pays higher dividends than JVMIX: TRMIX (1.35) vs JVMIX (0.74). JVMIX was incepted earlier than TRMIX: JVMIX (28 years) vs TRMIX (10 years). JVMIX (0.86) is less costly to investors than TRMIX (0.71). TRMIX is a more actively managed with annual turnover of: 52.90 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than TRMIX: JVMIX (250000) vs TRMIX (500000). JVMIX annual gain was more profitable for investors over the last year : -0.50 vs. TRMIX (-4.55). JVMIX return over 5 years is better than : 49.60 vs. TRMIX (30.77).
| JVMIX | TRMIX | JVMIX / TRMIX | |
| Total Expense Ratio | 0.85 | 0.71 | 120% |
| Annual Report Gross Expense Ratio | 0.86 | 0.71 | 121% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 11.763 | 5.653 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 15.2B | 160% |
| Annual Yield % from dividends | 0.74 | 1.35 | 55% |
| Returns for 1 year | -0.50 | -4.55 | 11% |
| Returns for 3 years | 30.48 | 19.66 | 155% |
| Returns for 5 years | 49.60 | 30.77 | 161% |
| Returns for 10 years | 55.01 | 29.82 | 184% |
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