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JVMAX vs JVMIX
JVMAX vs JVMIX Comparison
Open Charts JVMAX vs JVMIX
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
JVMAX vs JVMIX Comparison Chart in %
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JVMAX vs. JVMIX commentary
Feb 04, 2026
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 (24.7B) and JVMIX (24.7B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.72) vs JVMAX (0.52). 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 : 4.96 vs. JVMAX (4.15). JVMIX return over 5 years is better than : 23.04 vs. JVMAX (19.61).
| 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 | 5.161 | 5.206 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 24.7B | 100% |
| Annual Yield % from dividends | 0.52 | 0.72 | 73% |
| Returns for 1 year | 4.15 | 4.96 | 84% |
| Returns for 3 years | 9.50 | 11.72 | 81% |
| Returns for 5 years | 19.61 | 23.04 | 85% |
| Returns for 10 years | 70.92 | 78.79 | 90% |
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