Interact to see
Advertisement
Advertisement
JVMAX vs JVMSX
JVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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.
| JVMAX | JVMSX | JVMAX / JVMSX | |
| Total Expense Ratio | 1.12 | 1.25 | 90% |
| Annual Report Gross Expense Ratio | 1.13 | 1.26 | 90% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 9.166 | 9.064 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 23.1B | 100% |
| Annual Yield % from dividends | 0.58 | 0.42 | 138% |
| Returns for 1 year | 0.36 | 0.75 | 47% |
| Returns for 3 years | 19.68 | 20.42 | 96% |
| Returns for 5 years | 54.69 | 55.91 | 98% |
| Returns for 10 years | 44.49 | 46.42 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers