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JVMTX vs TRMIX
JVMTX vs TRMIX Comparison
Open Charts JVMTX vs TRMIX
JHancock Disciplined Value Mid Cap R4
Price$28.01
Change-$0.19 (-0.67%)
VolumeN/A
Net Assets21.88B
T. Rowe Price Mid-Cap Value I
Price$30.78
Change-$0.28 (-0.90%)
VolumeN/A
Net Assets15.07B
JVMTX vs TRMIX Comparison Chart in %
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JVMTX vs. TRMIX commentary
Jun 26, 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 Buy and TRMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.9B vs. TRMIX (15.1B). TRMIX pays higher dividends than JVMTX: TRMIX (1.46) vs JVMTX (0.67). JVMTX was incepted earlier than TRMIX: JVMTX (12 years) vs TRMIX (10 years). JVMTX (1.11) is less costly to investors than TRMIX (0.71). TRMIX is a more actively managed with annual turnover of: 52.90 vs. JVMTX (49.00). 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 : -0.44 vs. TRMIX (-6.62). JVMTX return over 5 years is better than : 62.11 vs. TRMIX (38.27).
| JVMTX | TRMIX | JVMTX / TRMIX | |
| Total Expense Ratio | 1.00 | 0.71 | 141% |
| Annual Report Gross Expense Ratio | 1.11 | 0.71 | 156% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 4.794 | -2.450 | -196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9B | 15.1B | 145% |
| Annual Yield % from dividends | 0.67 | 1.46 | 46% |
| Returns for 1 year | -0.44 | -6.62 | 7% |
| Returns for 3 years | 17.93 | 4.54 | 395% |
| Returns for 5 years | 62.11 | 38.27 | 162% |
| Returns for 10 years | 39.49 | N/A | - |
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