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JVMTX vs TRMIX
JVMTX vs TRMIX Comparison
Open Charts JVMTX vs TRMIX
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Mid-Cap Value I
Price$31.64
Change-$1.04 (-3.18%)
VolumeN/A
CapitalizationN/A
JVMTX vs TRMIX Comparison Chart
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JVMTX vs. TRMIX commentary
Dec 19, 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 Hold and TRMIX is a Sell.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. TRMIX (16.1B). TRMIX pays higher dividends than JVMTX: TRMIX (1.14) vs JVMTX (0.73). JVMTX was incepted earlier than TRMIX: JVMTX (11 years) vs TRMIX (9 years). TRMIX is a more actively managed with annual turnover of: 45.30 vs. JVMTX (41.00). 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 : 11.00 vs. TRMIX (8.24). JVMTX return over 5 years is better than : 41.32 vs. TRMIX (23.87).
| JVMTX | TRMIX | JVMTX / TRMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 13.021 | 6.432 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 16.1B | 145% |
| Annual Yield % from dividends | 0.73 | 1.14 | 64% |
| Returns for 1 year | 11.00 | 8.24 | 134% |
| Returns for 3 years | 17.45 | 4.50 | 388% |
| Returns for 5 years | 41.32 | 23.87 | 173% |
| Returns for 10 years | 59.48 | N/A | - |
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