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JVMTX vs TRVHX
JVMTX vs TRVHX Comparison
Open Charts JVMTX vs TRVHX
JHancock Disciplined Value Mid Cap R4
Price$25.60
Change+$0.43 (+1.71%)
VolumeN/A
Net Assets19.84B
JVMTX vs TRVHX Comparison Chart
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JVMTX vs. TRVHX commentary
Apr 25, 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 TRVHX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 19.8B vs. TRVHX (1.59B). TRVHX pays higher dividends than JVMTX: TRVHX (1.68) vs JVMTX (0.69). JVMTX was incepted earlier than TRVHX: JVMTX (12 years) vs TRVHX (9 years). JVMTX (1.11) is less costly to investors than TRVHX (0.58). TRVHX is a more actively managed with annual turnover of: 78.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than TRVHX: JVMTX (0) vs TRVHX (100000). TRVHX annual gain was more profitable for investors over the last year : -4.25 vs. JVMTX (-11.04). JVMTX return over 5 years is better than : 53.25 vs. TRVHX (37.01).
| JVMTX | TRVHX | JVMTX / TRVHX | |
| Total Expense Ratio | 1.00 | 0.58 | 172% |
| Annual Report Gross Expense Ratio | 1.11 | 0.58 | 191% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | -6.466 | -7.941 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 1.59B | 1,249% |
| Annual Yield % from dividends | 0.69 | 1.68 | 41% |
| Returns for 1 year | -11.04 | -4.25 | 260% |
| Returns for 3 years | -4.64 | -8.14 | 57% |
| Returns for 5 years | 53.25 | 37.01 | 144% |
| Returns for 10 years | 24.44 | N/A | - |
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