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JVMIX vs WVMRX
JVMIX vs WVMRX Comparison
Open Charts JVMIX vs WVMRX
JHancock Disciplined Value Mid Cap I
Price$30.09
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets24.12B
William Blair Mid Cap Value R6
Price$11.67
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets1.31M
JVMIX vs WVMRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. WVMRX (1.31M). WVMRX pays higher dividends than JVMIX: WVMRX (1.21) vs JVMIX (0.74). JVMIX was incepted earlier than WVMRX: JVMIX (28 years) vs WVMRX (4 years). WVMRX (8.72) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. WVMRX (39.00). JVMIX has a lower initial minimum investment than WVMRX: JVMIX (250000) vs WVMRX (1000000). WVMRX annual gain was more profitable for investors over the last year : 2.34 vs. JVMIX (-2.91).
| JVMIX | WVMRX | JVMIX / WVMRX | |
| Total Expense Ratio | 0.85 | 0.70 | 121% |
| Annual Report Gross Expense Ratio | 0.86 | 8.72 | 10% |
| Fund Existence | 28 years | 4 years | - |
| Gain YTD | 10.946 | 3.568 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.31M | 1,843,917% |
| Annual Yield % from dividends | 0.74 | 1.21 | 61% |
| Returns for 1 year | -2.91 | 2.34 | -124% |
| Returns for 3 years | 26.88 | 39.08 | 69% |
| Returns for 5 years | 48.08 | N/A | - |
| Returns for 10 years | 52.08 | N/A | - |
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