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JVMAX vs JVMIX
JVMAX vs JVMIX Comparison
Open Charts JVMAX vs JVMIX
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JVMAX vs JVMIX Comparison Chart in %
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JVMAX vs. JVMIX commentary
Jul 06, 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 StrongBuy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX (22.6B) and JVMIX (22.6B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.78) vs JVMAX (0.58). JVMAX was incepted earlier than JVMIX: JVMAX (28 years) vs JVMIX (28 years). JVMAX (1.13) is less costly to investors than JVMIX (0.88). JVMAX (47.00) and JVMIX (47.00) 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 : 3.45 vs. JVMAX (2.59). JVMIX return over 5 years is better than : 62.76 vs. JVMAX (59.32).
| JVMAX | JVMIX | JVMAX / JVMIX | |
| Total Expense Ratio | 1.12 | 0.87 | 129% |
| Annual Report Gross Expense Ratio | 1.13 | 0.88 | 128% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 8.301 | 8.423 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 22.6B | 100% |
| Annual Yield % from dividends | 0.58 | 0.78 | 74% |
| Returns for 1 year | 2.59 | 3.45 | 75% |
| Returns for 3 years | 22.00 | 23.84 | 92% |
| Returns for 5 years | 59.32 | 62.76 | 95% |
| Returns for 10 years | 42.63 | 48.34 | 88% |
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