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BVALX vs JVMIX
BVALX vs JVMIX Comparison
Open Charts BVALX vs JVMIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.97
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.61B
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
BVALX vs JVMIX Comparison Chart in %
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BVALX vs. JVMIX 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 BVALX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. BVALX (1.61B). BVALX pays higher dividends than JVMIX: BVALX (1.42) vs JVMIX (0.76). BVALX was incepted earlier than JVMIX: BVALX (8 years) vs JVMIX (28 years). JVMIX (0.88) is less costly to investors than BVALX (0.55). JVMIX is a more actively managed with annual turnover of: 49.00 vs. BVALX (24.00). JVMIX has a lower initial minimum investment than BVALX: JVMIX (250000) vs BVALX (1000000). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. BVALX (-4.95). JVMIX return over 5 years is better than : 50.10 vs. BVALX (40.60).
| BVALX | JVMIX | BVALX / JVMIX | |
| Total Expense Ratio | 0.55 | 0.87 | 63% |
| Annual Report Gross Expense Ratio | 0.55 | 0.88 | 63% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 2.045 | 8.980 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 23.6B | 7% |
| Annual Yield % from dividends | 1.42 | 0.76 | 186% |
| Returns for 1 year | -4.95 | 0.76 | -653% |
| Returns for 3 years | 14.95 | 11.90 | 126% |
| Returns for 5 years | 40.60 | 50.10 | 81% |
| Returns for 10 years | N/A | 45.29 | - |
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