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AVUAX vs JVMRX
AVUAX vs JVMRX Comparison
Open Charts AVUAX vs JVMRX
American Century Mid Cap Value I
Price$16.52
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets7B
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
AVUAX vs JVMRX Comparison Chart in %
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AVUAX vs. JVMRX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. AVUAX (7B). AVUAX pays higher dividends than JVMRX: AVUAX (1.73) vs JVMRX (0.86). 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 (50.00) and JVMRX (49.00) have comparable annual turnover. 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 : 1.76 vs. JVMRX (0.87). JVMRX return over 5 years is better than : 50.62 vs. AVUAX (17.56).
| 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 | 7.084 | 9.057 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 23.6B | 30% |
| Annual Yield % from dividends | 1.73 | 0.86 | 201% |
| Returns for 1 year | 1.76 | 0.87 | 204% |
| Returns for 3 years | 2.23 | 12.17 | 18% |
| Returns for 5 years | 17.56 | 50.62 | 35% |
| Returns for 10 years | 16.47 | 46.16 | 36% |
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