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JVMTX vs TRTZX
JVMTX vs TRTZX Comparison
Open Charts JVMTX vs TRTZX
JHancock Disciplined Value Mid Cap R4
Price$27.52
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
T. Rowe Price Mid-Cap Value Z
Price$30.89
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets14.98B
JVMTX vs TRTZX Comparison Chart
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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. TRTZX (15B). TRTZX pays higher dividends than JVMTX: TRTZX (2.05) vs JVMTX (0.67). JVMTX was incepted earlier than TRTZX: JVMTX (12 years) vs TRTZX (5 years). JVMTX (1.11) is less costly to investors than TRTZX (0.69). TRTZX is a more actively managed with annual turnover of: 52.90 vs. JVMTX (47.00). JVMTX (0) and TRTZX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -3.69 vs. TRTZX (-7.30). JVMTX return over 5 years is better than : 38.93 vs. TRTZX (26.38).
| JVMTX | TRTZX | JVMTX / TRTZX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.11 | 0.69 | 161% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 2.230 | -3.284 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 15B | 143% |
| Annual Yield % from dividends | 0.67 | 2.05 | 33% |
| Returns for 1 year | -3.69 | -7.30 | 51% |
| Returns for 3 years | 5.40 | -2.97 | -182% |
| Returns for 5 years | 38.93 | 26.38 | 148% |
| Returns for 10 years | 36.46 | N/A | - |
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