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JVMAX vs JVMSX
JVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSX
JHancock Disciplined Value Mid Cap A
Price$27.85
Change-$0.37 (-1.31%)
VolumeN/A
Net Assets24.25B
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
JVMAX vs JVMSX Comparison Chart in %
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JVMAX vs. JVMSX commentary
Nov 14, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX (24.2B) and JVMSX (24.2B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.56) vs JVMSX (0.41). JVMAX was incepted earlier than JVMSX: JVMAX (28 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JVMAX (1.11). 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 : -5.86 vs. JVMAX (-6.23). JVMSX (36.31) and JVMAX (35.27) have equivalent 5 years return.
| JVMAX | JVMSX | JVMAX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.11 | 1.25 | 89% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 11.015 | 10.891 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 24.2B | 100% |
| Annual Yield % from dividends | 0.56 | 0.41 | 138% |
| Returns for 1 year | -6.23 | -5.86 | 106% |
| Returns for 3 years | 13.59 | 14.37 | 95% |
| Returns for 5 years | 35.27 | 36.31 | 97% |
| Returns for 10 years | 48.36 | 50.42 | 96% |
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