CHTTX
Price
$21.42
Change
+$0.16 (+0.75%)
Updated
Sep 26 closing price
Net Assets
346.95M
JVMSX
Price
$29.87
Change
+$0.31 (+1.05%)
Updated
Sep 26 closing price
Net Assets
24.25B
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CHTTX vs JVMSX

Header iconCHTTX vs JVMSX Comparison
Open Charts CHTTX vs JVMSXBanner chart's image
AMG River Road Mid Cap Value N
Price$21.42
Change+$0.16 (+0.75%)
VolumeN/A
Net Assets346.95M
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
CHTTX vs JVMSX Comparison Chart in %
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CHTTX vs. JVMSX commentary
Sep 29, 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 CHTTX is a Buy and JVMSX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. CHTTX (347M). JVMSX pays higher dividends than CHTTX: JVMSX (0.40) vs CHTTX (0.26). CHTTX was incepted earlier than JVMSX: CHTTX (31 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than CHTTX (1.14). CHTTX is a more actively managed with annual turnover of: 77.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than CHTTX: JVMSX (0) vs CHTTX (2000). JVMSX annual gain was more profitable for investors over the last year : -1.31 vs. CHTTX (-3.68). JVMSX return over 5 years is better than : 59.77 vs. CHTTX (-25.56).
CHTTXJVMSXCHTTX / JVMSX
Total Expense Ratio1.111.2490%
Annual Report Gross Expense Ratio1.141.2591%
Fund Existence31 years14 years-
Gain YTD6.19711.41454%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets347M24.2B1%
Annual Yield % from dividends0.260.4066%
Returns for 1 year-3.68-1.31281%
Returns for 3 years36.3433.81107%
Returns for 5 years-25.5659.77-43%
Returns for 10 years-35.2960.91-58%
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