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JVMSX vs WVMIX
JVMSX vs WVMIX Comparison
Open Charts JVMSX vs WVMIX
JHancock Disciplined Value Mid Cap R2
Price$29.88
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets24.36B
William Blair Mid Cap Value I
Price$11.75
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.73M
JVMSX vs WVMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. WVMIX (1.73M). WVMIX pays higher dividends than JVMSX: WVMIX (1.17) vs JVMSX (0.40). JVMSX was incepted earlier than WVMIX: JVMSX (14 years) vs WVMIX (4 years). WVMIX (8.77) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. WVMIX (39.00). JVMSX has a lower initial minimum investment than WVMIX: JVMSX (0) vs WVMIX (500000). WVMIX annual gain was more profitable for investors over the last year : 4.61 vs. JVMSX (-1.14).
| JVMSX | WVMIX | JVMSX / WVMIX | |
| Total Expense Ratio | 1.24 | 0.75 | 165% |
| Annual Report Gross Expense Ratio | 1.25 | 8.77 | 14% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 11.936 | 4.996 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 1.73M | 1,407,963% |
| Annual Yield % from dividends | 0.40 | 1.17 | 34% |
| Returns for 1 year | -1.14 | 4.61 | -25% |
| Returns for 3 years | 29.95 | 44.32 | 68% |
| Returns for 5 years | 50.64 | N/A | - |
| Returns for 10 years | 51.76 | N/A | - |