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JVMTX vs WVMIX
JVMTX vs WVMIX Comparison
Open Charts JVMTX vs WVMIX
JHancock Disciplined Value Mid Cap R4
Price$28.72
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets22.24B
William Blair Mid Cap Value I
Price$11.41
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.67M
JVMTX vs WVMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.2B vs. WVMIX (1.67M). WVMIX pays higher dividends than JVMTX: WVMIX (1.19) vs JVMTX (0.65). JVMTX was incepted earlier than WVMIX: JVMTX (12 years) vs WVMIX (3 years). WVMIX (8.77) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 49.00 vs. WVMIX (39.00). JVMTX has a lower initial minimum investment than WVMIX: JVMTX (0) vs WVMIX (500000). WVMIX annual gain was more profitable for investors over the last year : 4.64 vs. JVMTX (-3.72).
| JVMTX | WVMIX | JVMTX / WVMIX | |
| Total Expense Ratio | 1.00 | 0.75 | 133% |
| Annual Report Gross Expense Ratio | 1.11 | 8.77 | 13% |
| Fund Existence | 12 years | 3 years | - |
| Gain YTD | 6.429 | 1.249 | 515% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2B | 1.67M | 1,328,546% |
| Annual Yield % from dividends | 0.65 | 1.19 | 54% |
| Returns for 1 year | -3.72 | 4.64 | -80% |
| Returns for 3 years | 21.93 | 34.10 | 64% |
| Returns for 5 years | 54.11 | N/A | - |
| Returns for 10 years | 42.61 | N/A | - |