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JVMTX vs TRMIX
JVMTX vs TRMIX Comparison
Open Charts JVMTX vs TRMIX
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Mid-Cap Value I
Price$37.05
Change-$0.19 (-0.51%)
VolumeN/A
CapitalizationN/A
JVMTX vs TRMIX Comparison Chart
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JVMTX vs. TRMIX commentary
Nov 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 TRMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. TRMIX (16.2B). 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). TRMIX annual gain was more profitable for investors over the last year : 25.81 vs. JVMTX (21.44). JVMTX return over 5 years is better than : 44.38 vs. TRMIX (39.61).
| 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 | 14.484 | 19.055 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 16.2B | 147% |
| Annual Yield % from dividends | 0.73 | 1.14 | 64% |
| Returns for 1 year | 21.44 | 25.81 | 83% |
| Returns for 3 years | 7.23 | 3.01 | 240% |
| Returns for 5 years | 44.38 | 39.61 | 112% |
| Returns for 10 years | 60.91 | N/A | - |
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