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JVMAX vs JVMIX
JVMAX vs JVMIX Comparison
Open Charts JVMAX vs JVMIX
JHancock Disciplined Value Mid Cap A
Price$28.29
Change-$0.12 (-0.42%)
VolumeN/A
Net Assets24.39B
JHancock Disciplined Value Mid Cap I
Price$30.07
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.39B
JVMAX vs JVMIX Comparison Chart in %
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JVMAX vs. JVMIX commentary
Dec 04, 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 JVMAX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX (24.4B) and JVMIX (24.4B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.74) vs JVMAX (0.55). JVMAX was incepted earlier than JVMIX: JVMAX (29 years) vs JVMIX (29 years). JVMAX (1.11) is less costly to investors than JVMIX (0.86). JVMAX (49.00) and JVMIX (49.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than JVMIX: JVMAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -5.91 vs. JVMAX (-6.68). JVMIX return over 5 years is better than : 33.54 vs. JVMAX (30.76).
| JVMAX | JVMIX | JVMAX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.11 | 0.86 | 129% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 11.762 | 12.022 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 24.4B | 100% |
| Annual Yield % from dividends | 0.55 | 0.74 | 74% |
| Returns for 1 year | -6.68 | -5.91 | 113% |
| Returns for 3 years | 12.74 | 14.46 | 88% |
| Returns for 5 years | 30.76 | 33.54 | 92% |
| Returns for 10 years | 44.43 | 50.20 | 89% |
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