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JVMIX vs TRMIX
JVMIX vs TRMIX Comparison
Open Charts JVMIX vs TRMIX
JHancock Disciplined Value Mid Cap I
Price$30.14
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets24.35B
T. Rowe Price Mid-Cap Value I
Price$33.04
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets15.32B
JVMIX vs TRMIX Comparison Chart in %
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JVMIX vs. TRMIX commentary
Sep 18, 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 (15.3B). TRMIX pays higher dividends than JVMIX: TRMIX (1.36) 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 : 0.63 vs. TRMIX (-6.54). JVMIX return over 5 years is better than : 56.17 vs. TRMIX (30.78).
| 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 | 11.911 | 3.737 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 15.3B | 159% |
| Annual Yield % from dividends | 0.74 | 1.36 | 55% |
| Returns for 1 year | 0.63 | -6.54 | -10% |
| Returns for 3 years | 25.37 | 11.10 | 229% |
| Returns for 5 years | 56.17 | 30.78 | 183% |
| Returns for 10 years | 59.78 | 30.50 | 196% |
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