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JVMRX vs TRMIX
JVMRX vs TRMIX Comparison
Open Charts JVMRX vs TRMIX
JHancock Disciplined Value Mid Cap R6
Price$28.95
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.23B
T. Rowe Price Mid-Cap Value I
Price$31.53
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets14.93B
JVMRX vs TRMIX Comparison Chart in %
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JVMRX vs. TRMIX commentary
Aug 11, 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 TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. TRMIX (14.9B). TRMIX pays higher dividends than JVMRX: TRMIX (1.41) vs JVMRX (0.86). JVMRX was incepted earlier than TRMIX: JVMRX (14 years) vs TRMIX (10 years). JVMRX (0.76) is less costly to investors than TRMIX (0.71). TRMIX is a more actively managed with annual turnover of: 52.90 vs. JVMRX (49.00). TRMIX has a lower initial minimum investment than JVMRX: TRMIX (500000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.06 vs. TRMIX (-5.82). JVMRX return over 5 years is better than : 51.14 vs. TRMIX (22.98).
| JVMRX | TRMIX | JVMRX / TRMIX | |
| Total Expense Ratio | 0.75 | 0.71 | 106% |
| Annual Report Gross Expense Ratio | 0.76 | 0.71 | 107% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 7.461 | -0.974 | -766% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 14.9B | 156% |
| Annual Yield % from dividends | 0.86 | 1.41 | 61% |
| Returns for 1 year | 2.06 | -5.82 | -35% |
| Returns for 3 years | 15.95 | 2.53 | 631% |
| Returns for 5 years | 51.14 | 22.98 | 223% |
| Returns for 10 years | 45.33 | N/A | - |
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