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JVMTX vs JVSAX
JVMTX vs JVSAX Comparison
Open Charts JVMTX vs JVSAX
JHancock Disciplined Value Mid Cap R4
Price$28.83
Change-$0.17 (-0.59%)
VolumeN/A
Net Assets23.32B
Janus Henderson Small-Mid Cap Value A
Price$15.50
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets85.37M
JVMTX vs JVSAX Comparison Chart in %
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JVMTX vs. JVSAX commentary
Aug 08, 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 Hold and JVSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. JVSAX (85.4M). JVMTX pays higher dividends than JVSAX: JVMTX (0.64) vs JVSAX (0.28). JVMTX was incepted earlier than JVSAX: JVMTX (12 years) vs JVSAX (14 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 (49.00). 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 : 4.14 vs. JVSAX (-2.20). JVMTX (50.49) and JVSAX (48.88) have equivalent 5 years return.
| 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 | 14 years | - |
| Gain YTD | 7.767 | -0.705 | -1,102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 85.4M | 27,283% |
| Annual Yield % from dividends | 0.64 | 0.28 | 228% |
| Returns for 1 year | 4.14 | -2.20 | -188% |
| Returns for 3 years | 15.47 | 22.24 | 70% |
| Returns for 5 years | 50.49 | 48.88 | 103% |
| Returns for 10 years | 42.69 | 29.72 | 144% |
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