Interact to see
Advertisement
Advertisement
JVMAX vs JVMSX
JVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSX
JHancock Disciplined Value Mid Cap A
Price$27.66
Change-$0.21 (-0.75%)
VolumeN/A
Net Assets23.59B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
JVMAX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. JVMSX commentary
Aug 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX (23.6B) and JVMSX (23.6B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.57) vs JVMSX (0.41). 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 : 0.34 vs. JVMAX (-0.08). JVMSX (48.09) and JVMAX (46.94) 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 | 8.812 | 8.728 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 23.6B | 100% |
| Annual Yield % from dividends | 0.57 | 0.41 | 138% |
| Returns for 1 year | -0.08 | 0.34 | -22% |
| Returns for 3 years | 10.24 | 10.96 | 93% |
| Returns for 5 years | 46.94 | 48.09 | 98% |
| Returns for 10 years | 39.65 | 41.60 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SIXH | 39.06 | 0.20 | +0.50% |
| ETC 6 Meridian Hdg Eq-Idx Opt Strat ETF | |||
| SHUS | 44.30 | N/A | N/A |
| Stratified LargeCap Hedged ETF | |||
| ONOF | 35.63 | -0.13 | -0.37% |
| Global X Adaptive US Risk Management ETF | |||
| XAR | 215.51 | -1.05 | -0.48% |
| SPDR® S&P Aerospace & Defense ETF | |||
| PIPE | 23.95 | -0.13 | -0.54% |
| Invesco SteelPath MLP & Energy Infrastructure ETF | |||