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JVMIX vs WVMIX
JVMIX vs WVMIX Comparison
Open Charts JVMIX vs WVMIX
JHancock Disciplined Value Mid Cap I
Price$30.12
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets24.36B
William Blair Mid Cap Value I
Price$11.75
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.73M
JVMIX vs WVMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. WVMIX (1.73M). WVMIX pays higher dividends than JVMIX: WVMIX (1.17) vs JVMIX (0.74). JVMIX was incepted earlier than WVMIX: JVMIX (28 years) vs WVMIX (4 years). WVMIX (8.77) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. WVMIX (39.00). JVMIX has a lower initial minimum investment than WVMIX: JVMIX (250000) vs WVMIX (500000). WVMIX annual gain was more profitable for investors over the last year : 4.61 vs. JVMIX (-0.68).
| JVMIX | WVMIX | JVMIX / WVMIX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 8.77 | 10% |
| Fund Existence | 28 years | 4 years | - |
| Gain YTD | 12.282 | 4.996 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.73M | 1,407,963% |
| Annual Yield % from dividends | 0.74 | 1.17 | 63% |
| Returns for 1 year | -0.68 | 4.61 | -15% |
| Returns for 3 years | 31.09 | 44.32 | 70% |
| Returns for 5 years | 52.74 | N/A | - |
| Returns for 10 years | 55.73 | N/A | - |