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JVMTX vs TRMIX
JVMTX vs TRMIX Comparison
Open Charts JVMTX vs TRMIX
JHancock Disciplined Value Mid Cap R4
Price$27.93
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets23.13B
T. Rowe Price Mid-Cap Value I
Price$32.70
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets16.05B
JVMTX vs TRMIX Comparison Chart
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JVMTX vs. TRMIX commentary
Jan 19, 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 TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. TRMIX (16.1B). TRMIX pays higher dividends than JVMTX: TRMIX (1.14) vs JVMTX (0.73). JVMTX was incepted earlier than TRMIX: JVMTX (12 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). TRMIX annual gain was more profitable for investors over the last year : 8.27 vs. JVMTX (5.52). JVMTX return over 5 years is better than : 25.83 vs. TRMIX (21.32).
| JVMTX | TRMIX | JVMTX / TRMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 3.790 | 2.701 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 16.1B | 143% |
| Annual Yield % from dividends | 0.73 | 1.14 | 64% |
| Returns for 1 year | 5.52 | 8.27 | 67% |
| Returns for 3 years | 1.10 | -0.88 | -125% |
| Returns for 5 years | 25.83 | 21.32 | 121% |
| Returns for 10 years | 46.91 | N/A | - |
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