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BVALX vs JVMIX
BVALX vs JVMIX Comparison
Open Charts BVALX vs JVMIX
Brown Advisory BeutelGoodmanLg-CpValInst
Price$15.09
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.56B
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
BVALX vs JVMIX Comparison Chart in %
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BVALX vs. JVMIX commentary
Sep 09, 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: 24.3B vs. BVALX (1.56B). BVALX pays higher dividends than JVMIX: BVALX (1.36) vs JVMIX (0.74). BVALX was incepted earlier than JVMIX: BVALX (8 years) vs JVMIX (28 years). JVMIX (0.86) 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 : 4.56 vs. BVALX (-4.01). JVMIX return over 5 years is better than : 56.64 vs. BVALX (43.34).
| BVALX | JVMIX | BVALX / JVMIX | |
| Total Expense Ratio | 0.55 | 0.85 | 65% |
| Annual Report Gross Expense Ratio | 0.55 | 0.86 | 64% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 2.863 | 12.245 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 24.3B | 6% |
| Annual Yield % from dividends | 1.36 | 0.74 | 183% |
| Returns for 1 year | -4.01 | 4.56 | -88% |
| Returns for 3 years | 22.40 | 19.78 | 113% |
| Returns for 5 years | 43.34 | 56.64 | 77% |
| Returns for 10 years | N/A | 59.45 | - |
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