Interact to see
Advertisement
Advertisement
AVUAX vs JVMRX
AVUAX vs JVMRX Comparison
Open Charts AVUAX vs JVMRX
American Century Mid Cap Value I
Price$16.22
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets7.05B
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
AVUAX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVUAX vs. JVMRX commentary
Jul 06, 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 AVUAX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. AVUAX (7.05B). AVUAX pays higher dividends than JVMRX: AVUAX (1.76) vs JVMRX (0.88). AVUAX was incepted earlier than JVMRX: AVUAX (21 years) vs JVMRX (14 years). AVUAX (0.78) and JVMRX (0.76) have similar cost to investors . AVUAX is a more actively managed with annual turnover of: 54.00 vs. JVMRX (47.00). JVMRX has a lower initial minimum investment than AVUAX: JVMRX (1000000) vs AVUAX (5000000). AVUAX annual gain was more profitable for investors over the last year : 6.42 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. AVUAX (24.77).
| AVUAX | JVMRX | AVUAX / JVMRX | |
| Total Expense Ratio | 0.78 | 0.75 | 104% |
| Annual Report Gross Expense Ratio | 0.78 | 0.76 | 103% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 5.140 | 8.500 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.05B | 22.6B | 31% |
| Annual Yield % from dividends | 1.76 | 0.88 | 201% |
| Returns for 1 year | 6.42 | 3.59 | 179% |
| Returns for 3 years | 9.47 | 24.14 | 39% |
| Returns for 5 years | 24.77 | 63.32 | 39% |
| Returns for 10 years | 15.74 | 49.30 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers