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JVMTX vs TRMIX
JVMTX vs TRMIX Comparison
Open Charts JVMTX vs TRMIX
JHancock Disciplined Value Mid Cap R4
Price$27.47
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
T. Rowe Price Mid-Cap Value I
Price$32.43
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets16.06B
JVMTX vs TRMIX Comparison Chart
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JVMTX vs. TRMIX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B 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 (10 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 : 2.04 vs. JVMTX (-1.95). JVMTX return over 5 years is better than : 24.70 vs. TRMIX (21.78).
| JVMTX | TRMIX | JVMTX / TRMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 2.081 | 1.853 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 16.1B | 140% |
| Annual Yield % from dividends | 0.73 | 1.14 | 64% |
| Returns for 1 year | -1.95 | 2.04 | -96% |
| Returns for 3 years | 3.49 | 0.90 | 388% |
| Returns for 5 years | 24.70 | 21.78 | 113% |
| Returns for 10 years | 36.20 | N/A | - |
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