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JVMTX vs JVSAX
JVMTX vs JVSAX Comparison
Open Charts JVMTX vs JVSAX
JHancock Disciplined Value Mid Cap R4
Price$24.85
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Janus Henderson Small-Mid Cap Value A
Price$13.06
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets85.49M
JVMTX vs JVSAX Comparison Chart
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JVMTX vs. JVSAX commentary
Apr 18, 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 JVMTX is a StrongBuy and JVSAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.4B vs. JVSAX (85.5M). JVMTX pays higher dividends than JVSAX: JVMTX (0.69) vs JVSAX (0.30). JVMTX was incepted earlier than JVSAX: JVMTX (12 years) vs JVSAX (13 years). JVSAX (1.37) is less costly to investors than JVMTX (1.11). JVSAX is a more actively managed with annual turnover of: 63.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than JVSAX: JVMTX (0) vs JVSAX (2500). JVMTX annual gain was more profitable for investors over the last year : -11.18 vs. JVSAX (-12.83). JVMTX return over 5 years is better than : 47.87 vs. JVSAX (41.39).
| JVMTX | JVSAX | JVMTX / JVSAX | |
| Total Expense Ratio | 1.00 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.11 | 1.37 | 81% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -8.510 | -16.336 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 85.5M | 22,690% |
| Annual Yield % from dividends | 0.69 | 0.30 | 233% |
| Returns for 1 year | -11.18 | -12.83 | 87% |
| Returns for 3 years | -8.03 | 0.80 | -1,004% |
| Returns for 5 years | 47.87 | 41.39 | 116% |
| Returns for 10 years | 22.01 | 9.21 | 239% |
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