Interact to see
Advertisement
Advertisement
JVMTX vs JVSAX
JVMTX vs JVSAX Comparison
Open Charts JVMTX vs JVSAX
JHancock Disciplined Value Mid Cap R4
Price$30.05
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets24.36B
Janus Henderson Small-Mid Cap Value A
Price$16.02
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets88.4M
JVMTX vs JVSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. JVSAX commentary
Oct 07, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. JVSAX (88.4M). JVMTX pays higher dividends than JVSAX: JVMTX (0.62) vs JVSAX (0.27). JVMTX was incepted earlier than JVSAX: JVMTX (12 years) vs JVSAX (14 years). JVSAX (1.37) is less costly to investors than JVMTX (1.10). 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 : -0.86 vs. JVSAX (-7.01). JVSAX (53.59) and JVMTX (51.96) have equivalent 5 years return.
| JVMTX | JVSAX | JVMTX / JVSAX | |
| Total Expense Ratio | 0.99 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.10 | 1.37 | 80% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 12.152 | 2.434 | 499% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 88.4M | 27,602% |
| Annual Yield % from dividends | 0.62 | 0.27 | 228% |
| Returns for 1 year | -0.86 | -7.01 | 12% |
| Returns for 3 years | 30.68 | 38.51 | 80% |
| Returns for 5 years | 51.96 | 53.59 | 97% |
| Returns for 10 years | 54.21 | 38.08 | 142% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement