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JVMTX vs TRMIX
JVMTX vs TRMIX Comparison
Open Charts JVMTX vs TRMIX
JHancock Disciplined Value Mid Cap R4
Price$24.62
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets19.66B
T. Rowe Price Mid-Cap Value I
Price$27.90
Change-$0.30 (-1.06%)
VolumeN/A
Net Assets13.85B
JVMTX vs TRMIX Comparison Chart
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JVMTX vs. TRMIX 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 TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.7B vs. TRMIX (13.9B). TRMIX pays higher dividends than JVMTX: TRMIX (1.44) vs JVMTX (0.69). JVMTX was incepted earlier than TRMIX: JVMTX (12 years) vs TRMIX (10 years). JVMTX (1.11) is less costly to investors than TRMIX (0.72). TRMIX is a more actively managed with annual turnover of: 52.90 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than TRMIX: JVMTX (0) vs TRMIX (500000). JVMTX annual gain was more profitable for investors over the last year : -10.62 vs. TRMIX (-12.33). JVMTX return over 5 years is better than : 49.55 vs. TRMIX (33.23).
| JVMTX | TRMIX | JVMTX / TRMIX | |
| Total Expense Ratio | 1.00 | 0.72 | 139% |
| Annual Report Gross Expense Ratio | 1.11 | 0.72 | 154% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | -7.469 | -11.432 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 13.9B | 142% |
| Annual Yield % from dividends | 0.69 | 1.44 | 48% |
| Returns for 1 year | -10.62 | -12.33 | 86% |
| Returns for 3 years | -6.85 | -17.46 | 39% |
| Returns for 5 years | 49.55 | 33.23 | 149% |
| Returns for 10 years | 24.29 | N/A | - |
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