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BWNYX vs JVMIX
BWNYX vs JVMIX Comparison
Open Charts BWNYX vs JVMIX
Bullfinch Greater Western New York
Price$30.95
Change-$0.11 (-0.35%)
VolumeN/A
Net AssetsN/A
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
BWNYX vs JVMIX Comparison Chart in %
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BWNYX 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 BWNYX is a Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX pays higher dividends than BWNYX: JVMIX (0.74) vs BWNYX (0.50). BWNYX was incepted earlier than JVMIX: BWNYX (28 years) vs JVMIX (28 years). BWNYX (1.44) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. BWNYX (0.00). BWNYX has a lower initial minimum investment than JVMIX: BWNYX (2500) vs JVMIX (250000). BWNYX annual gain was more profitable for investors over the last year : 13.10 vs. JVMIX (2.91). JVMIX return over 5 years is better than : 54.86 vs. BWNYX (49.01).
| BWNYX | JVMIX | BWNYX / JVMIX | |
| Total Expense Ratio | 1.44 | 0.85 | 169% |
| Annual Report Gross Expense Ratio | 1.44 | 0.86 | 167% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 15.227 | 11.985 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 24.3B | - |
| Annual Yield % from dividends | 0.50 | 0.74 | 67% |
| Returns for 1 year | 13.10 | 2.91 | 451% |
| Returns for 3 years | 33.01 | 24.95 | 132% |
| Returns for 5 years | 49.01 | 54.86 | 89% |
| Returns for 10 years | 64.30 | 58.60 | 110% |
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