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JVMRX vs JVSAX
JVMRX vs JVSAX Comparison
Open Charts JVMRX vs JVSAX
JHancock Disciplined Value Mid Cap R6
Price$30.14
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets24.36B
Janus Henderson Small-Mid Cap Value A
Price$16.02
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets88.4M
JVMRX vs JVSAX Comparison Chart in %
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JVMRX vs. JVSAX commentary
Oct 07, 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 Hold and JVSAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. JVSAX (88.4M). JVMRX pays higher dividends than JVSAX: JVMRX (0.84) vs JVSAX (0.27). JVMRX was incepted earlier than JVSAX: JVMRX (14 years) vs JVSAX (14 years). JVSAX (1.37) is less costly to investors than JVMRX (0.75). JVSAX is a more actively managed with annual turnover of: 63.00 vs. JVMRX (49.00). JVSAX has a lower initial minimum investment than JVMRX: JVSAX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -0.58 vs. JVSAX (-7.01). JVSAX (53.59) and JVMRX (53.27) have equivalent 5 years return.
| JVMRX | JVSAX | JVMRX / JVSAX | |
| Total Expense Ratio | 0.74 | 1.07 | 69% |
| Annual Report Gross Expense Ratio | 0.75 | 1.37 | 55% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 12.361 | 2.434 | 508% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 88.4M | 27,602% |
| Annual Yield % from dividends | 0.84 | 0.27 | 309% |
| Returns for 1 year | -0.58 | -7.01 | 8% |
| Returns for 3 years | 31.35 | 38.51 | 81% |
| Returns for 5 years | 53.27 | 53.59 | 99% |
| Returns for 10 years | 56.67 | 38.08 | 149% |
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