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JVMAX vs JVMRX
JVMAX vs JVMRX Comparison
Open Charts JVMAX vs JVMRX
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.74B
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
JVMAX vs JVMRX Comparison Chart in %
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JVMAX vs. JVMRX commentary
Oct 18, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX (23.7B) and JVMRX (23.7B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMAX: JVMRX (0.84) vs JVMAX (0.55). JVMAX was incepted earlier than JVMRX: JVMAX (28 years) vs JVMRX (14 years). JVMAX (1.11) is less costly to investors than JVMRX (0.75). JVMAX (49.00) and JVMRX (49.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than JVMRX: JVMAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. JVMAX (-5.69). JVMRX return over 5 years is better than : 47.93 vs. JVMAX (44.35).
| JVMAX | JVMRX | JVMAX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.11 | 0.75 | 148% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 9.520 | 9.837 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 23.7B | 100% |
| Annual Yield % from dividends | 0.55 | 0.84 | 66% |
| Returns for 1 year | -5.69 | -4.79 | 119% |
| Returns for 3 years | 23.48 | 25.62 | 92% |
| Returns for 5 years | 44.35 | 47.93 | 93% |
| Returns for 10 years | 45.62 | 52.40 | 87% |
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