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JSVDX vs JVMTX
JSVDX vs JVMTX Comparison
Open Charts JSVDX vs JVMTX
Janus Henderson Small-Mid Cap Value D
Price$15.96
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets85.14M
JHancock Disciplined Value Mid Cap R4
Price$29.51
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
JSVDX vs JVMTX Comparison Chart in %
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JSVDX vs. JVMTX commentary
Oct 19, 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 JSVDX is a Buy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B vs. JSVDX (85.1M). JVMTX pays higher dividends than JSVDX: JVMTX (0.62) vs JSVDX (0.50). JSVDX was incepted earlier than JVMTX: JSVDX (14 years) vs JVMTX (12 years). JVMTX (1.10) and JSVDX (1.05) have similar cost to investors . JSVDX is a more actively managed with annual turnover of: 76.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than JSVDX: JVMTX (0) vs JSVDX (2500). JVMTX annual gain was more profitable for investors over the last year : -5.01 vs. JSVDX (-9.66). JSVDX return over 5 years is better than : 52.53 vs. JVMTX (46.78).
| JSVDX | JVMTX | JSVDX / JVMTX | |
| Total Expense Ratio | 0.82 | 0.99 | 83% |
| Annual Report Gross Expense Ratio | 1.05 | 1.10 | 95% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 1.527 | 9.662 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.1M | 23.7B | 0% |
| Annual Yield % from dividends | 0.50 | 0.62 | 81% |
| Returns for 1 year | -9.66 | -5.01 | 193% |
| Returns for 3 years | 33.50 | 25.01 | 134% |
| Returns for 5 years | 52.53 | 46.78 | 112% |
| Returns for 10 years | 40.02 | 50.12 | 80% |