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JVMSX vs TAMVX
JVMSX vs TAMVX Comparison
Open Charts JVMSX vs TAMVX
JHancock Disciplined Value Mid Cap R2
Price$26.76
Change+$0.31 (+1.17%)
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
JVMSX vs TAMVX Comparison Chart
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JVMSX 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 JVMSX is a Buy and TAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.1B vs. TAMVX (15.3B). TAMVX pays higher dividends than JVMSX: TAMVX (1.07) vs JVMSX (0.45). JVMSX was incepted earlier than TAMVX: JVMSX (13 years) vs TAMVX (23 years). JVMSX (1.26) is less costly to investors than TAMVX (1.11). TAMVX is a more actively managed with annual turnover of: 52.90 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than TAMVX: JVMSX (0) vs TAMVX (2500). TAMVX annual gain was more profitable for investors over the last year : -8.50 vs. JVMSX (-9.08). JVMSX return over 5 years is better than : 85.53 vs. TAMVX (66.39).
| JVMSX | TAMVX | JVMSX / TAMVX | |
| Total Expense Ratio | 1.25 | 1.11 | 113% |
| Annual Report Gross Expense Ratio | 1.26 | 1.11 | 114% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -1.343 | -2.993 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 15.3B | 138% |
| Annual Yield % from dividends | 0.45 | 1.07 | 42% |
| Returns for 1 year | -9.08 | -8.50 | 107% |
| Returns for 3 years | -2.77 | -10.64 | 26% |
| Returns for 5 years | 85.53 | 66.39 | 129% |
| Returns for 10 years | 29.84 | 10.17 | 293% |
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