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AVUAX vs JVMSX
AVUAX vs JVMSX Comparison
Open Charts AVUAX vs JVMSX
American Century Mid Cap Value I
Price$15.33
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets6.19B
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.68B
AVUAX vs JVMSX Comparison Chart in %
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AVUAX vs. JVMSX commentary
Jan 15, 2026
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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. AVUAX (6.19B). AVUAX pays higher dividends than JVMSX: AVUAX (1.68) vs JVMSX (0.38). AVUAX was incepted earlier than JVMSX: AVUAX (21 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than AVUAX (0.77). AVUAX (50.00) and JVMSX (49.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than AVUAX: JVMSX (0) vs AVUAX (5000000). JVMSX annual gain was more profitable for investors over the last year : 5.70 vs. AVUAX (0.49). JVMSX return over 5 years is better than : 19.98 vs. AVUAX (-4.65).
| AVUAX | JVMSX | AVUAX / JVMSX | |
| Total Expense Ratio | 0.77 | 1.24 | 62% |
| Annual Report Gross Expense Ratio | 0.77 | 1.25 | 62% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 3.581 | 4.797 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.19B | 24.7B | 25% |
| Annual Yield % from dividends | 1.68 | 0.38 | 438% |
| Returns for 1 year | 0.49 | 5.70 | 9% |
| Returns for 3 years | 0.41 | 13.28 | 3% |
| Returns for 5 years | -4.65 | 19.98 | -23% |
| Returns for 10 years | 35.06 | 69.79 | 50% |
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