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JVMTX vs MXOAX
JVMTX vs MXOAX Comparison
Open Charts JVMTX vs MXOAX
JHancock Disciplined Value Mid Cap R4
Price$31.28
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
Empower Ariel Mid Cap Value Instl
Price$11.32
Change+$0.01 (+0.09%)
VolumeN/A
CapitalizationN/A
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JVMTX vs MXOAX Comparison Chart
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JVMTX vs. MXOAX commentary
Oct 18, 2024
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 Buy and MXOAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. MXOAX (119M). MXOAX pays higher dividends than JVMTX: MXOAX (2.37) vs JVMTX (0.73). JVMTX was incepted earlier than MXOAX: JVMTX (11 years) vs MXOAX (9 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. MXOAX (20.00). JVMTX (0) and MXOAX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 22.10 vs. MXOAX (21.01). JVMTX return over 5 years is better than : 50.01 vs. MXOAX (8.12).
| JVMTX | MXOAX | JVMTX / MXOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 14.265 | 8.422 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 119M | 20,084% |
| Annual Yield % from dividends | 0.73 | 2.37 | 31% |
| Returns for 1 year | 22.10 | 21.01 | 105% |
| Returns for 3 years | 9.74 | -23.46 | -42% |
| Returns for 5 years | 50.01 | 8.12 | 616% |
| Returns for 10 years | 77.06 | N/A | - |
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