JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
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JVMAX vs JVMSX

Header iconJVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
JVMAX vs JVMSX Comparison Chart in %
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JVMAX vs. JVMSX commentary
Jul 27, 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 JVMSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMAX (23.1B) and JVMSX (23.1B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.58) vs JVMSX (0.42). JVMAX was incepted earlier than JVMSX: JVMAX (28 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JVMAX (1.13). JVMAX (49.00) and JVMSX (49.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMAX: JVMSX (0) vs JVMAX (1000). JVMSX annual gain was more profitable for investors over the last year : 0.75 vs. JVMAX (0.36). JVMSX (55.91) and JVMAX (54.69) have equivalent 5 years return.
JVMAXJVMSXJVMAX / JVMSX
Total Expense Ratio1.121.2590%
Annual Report Gross Expense Ratio1.131.2690%
Fund Existence28 years13 years-
Gain YTD9.1669.064101%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B23.1B100%
Annual Yield % from dividends0.580.42138%
Returns for 1 year0.360.7547%
Returns for 3 years19.6820.4296%
Returns for 5 years54.6955.9198%
Returns for 10 years44.4946.4296%
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