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JVMRX vs JVMSX
JVMRX vs JVMSX Comparison
Open Charts JVMRX vs JVMSX
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets22.34B
JHancock Disciplined Value Mid Cap R2
Price$28.83
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets22.47B
JVMRX vs JVMSX Comparison Chart in %
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JVMRX vs. JVMSX commentary
Jul 04, 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 JVMRX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX (22.5B) and JVMRX (22.3B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMSX: JVMRX (0.88) vs JVMSX (0.42). JVMRX was incepted earlier than JVMSX: JVMRX (14 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JVMRX (0.76). JVMRX (49.00) and JVMSX (49.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMRX: JVMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.57 vs. JVMSX (2.01). JVMRX (61.42) and JVMSX (58.69) have equivalent 5 years return.
| JVMRX | JVMSX | JVMRX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.76 | 1.26 | 60% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 7.238 | 6.975 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 22.5B | 99% |
| Annual Yield % from dividends | 0.88 | 0.42 | 210% |
| Returns for 1 year | 2.57 | 2.01 | 128% |
| Returns for 3 years | 22.70 | 21.38 | 106% |
| Returns for 5 years | 61.42 | 58.69 | 105% |
| Returns for 10 years | 46.92 | 42.29 | 111% |
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