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ARUIX vs JVMTX
ARUIX vs JVMTX Comparison
Open Charts ARUIX vs JVMTX
ARGA Value Institutional
Price$11.53
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets5.17M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
ARUIX vs JVMTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. ARUIX (5.17M). ARUIX pays higher dividends than JVMTX: ARUIX (1.83) vs JVMTX (0.65). ARUIX was incepted earlier than JVMTX: ARUIX (2 years) vs JVMTX (12 years). ARUIX (13.13) is less costly to investors than JVMTX (1.11). ARUIX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than ARUIX: JVMTX (0) vs ARUIX (250000). ARUIX annual gain was more profitable for investors over the last year : 4.46 vs. JVMTX (3.31).
| ARUIX | JVMTX | ARUIX / JVMTX | |
| Total Expense Ratio | 0.65 | 1.00 | 65% |
| Annual Report Gross Expense Ratio | 13.13 | 1.11 | 1,183% |
| Fund Existence | 2 years | 12 years | - |
| Gain YTD | 7.730 | 8.361 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.17M | 22.6B | 0% |
| Annual Yield % from dividends | 1.83 | 0.65 | 282% |
| Returns for 1 year | 4.46 | 3.31 | 135% |
| Returns for 3 years | N/A | 23.47 | - |
| Returns for 5 years | N/A | 61.96 | - |
| Returns for 10 years | N/A | 46.97 | - |
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