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JVMAX vs JVMSX
JVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSX
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JVMAX vs JVMSX Comparison Chart in %
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JVMAX vs. JVMSX commentary
Jul 06, 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 (22.6B) and JVMSX (22.6B) 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 (47.00) and JVMSX (47.00) 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 : 3.00 vs. JVMAX (2.59). JVMSX (60.52) and JVMAX (59.32) 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 | 8.301 | 8.206 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 22.6B | 100% |
| Annual Yield % from dividends | 0.58 | 0.42 | 138% |
| Returns for 1 year | 2.59 | 3.00 | 86% |
| Returns for 3 years | 22.00 | 22.77 | 97% |
| Returns for 5 years | 59.32 | 60.52 | 98% |
| Returns for 10 years | 42.63 | 44.56 | 96% |
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