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JVMRX vs TAMVX
JVMRX vs TAMVX Comparison
Open Charts JVMRX vs TAMVX
JHancock Disciplined Value Mid Cap R6
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
T. Rowe Price Mid-Cap Value Adv
Price$31.10
Change+$0.31 (+1.01%)
VolumeN/A
Net Assets15.3B
JVMRX vs TAMVX Comparison Chart
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JVMRX vs. TAMVX commentary
Apr 03, 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 TAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.1B vs. TAMVX (15.3B). TAMVX pays higher dividends than JVMRX: TAMVX (1.07) vs JVMRX (0.94). JVMRX was incepted earlier than TAMVX: JVMRX (14 years) vs TAMVX (23 years). TAMVX (1.11) is less costly to investors than JVMRX (0.76). TAMVX is a more actively managed with annual turnover of: 52.90 vs. JVMRX (47.00). TAMVX has a lower initial minimum investment than JVMRX: TAMVX (2500) vs JVMRX (1000000). TAMVX (-8.50) and JVMRX (-8.55) have marching annual gain over last year. JVMRX return over 5 years is better than : 88.72 vs. TAMVX (66.39).
| JVMRX | TAMVX | JVMRX / TAMVX | |
| Total Expense Ratio | 0.75 | 1.11 | 68% |
| Annual Report Gross Expense Ratio | 0.76 | 1.11 | 68% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -1.188 | -2.993 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 15.3B | 138% |
| Annual Yield % from dividends | 0.94 | 1.07 | 88% |
| Returns for 1 year | -8.55 | -8.50 | 100% |
| Returns for 3 years | -1.65 | -10.64 | 15% |
| Returns for 5 years | 88.72 | 66.39 | 134% |
| Returns for 10 years | 34.08 | 10.17 | 335% |
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