Interact to see
Advertisement
Advertisement
JVMAX vs JVMTX
JVMAX vs JVMTX Comparison
Open Charts JVMAX vs JVMTX
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
JVMAX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. JVMTX commentary
Sep 08, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX (24.3B) and JVMTX (24.3B) have equal amount of cash in the bank . JVMTX pays higher dividends than JVMAX: JVMTX (0.62) vs JVMAX (0.55). JVMAX was incepted earlier than JVMTX: JVMAX (28 years) vs JVMTX (12 years). JVMAX (1.11) and JVMTX (1.10) have similar cost to investors . JVMAX (49.00) and JVMTX (49.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than JVMAX: JVMTX (0) vs JVMAX (1000). JVMTX annual gain was more profitable for investors over the last year : 2.74 vs. JVMAX (2.01). JVMTX (54.13) and JVMAX (51.61) have equivalent 5 years return.
| JVMAX | JVMTX | JVMAX / JVMTX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.11 | 1.10 | 101% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 11.802 | 11.891 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 24.3B | 100% |
| Annual Yield % from dividends | 0.55 | 0.62 | 89% |
| Returns for 1 year | 2.01 | 2.74 | 73% |
| Returns for 3 years | 23.09 | 24.58 | 94% |
| Returns for 5 years | 51.61 | 54.13 | 95% |
| Returns for 10 years | 52.52 | 57.10 | 92% |
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 % |
| CGV | 14.46 | 0.10 | +0.67% |
| Conductor Global Equity Value ETF | |||
| TVE | 23.62 | 0.12 | +0.51% |
| Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 | |||
| SMRI | 34.22 | N/A | -0.01% |
| Bushido Capital US Equity ETF | |||
| HELO | 64.32 | -0.11 | -0.17% |
| JPMorgan Hedged Equity Ldrd Ovrly ETF | |||
| BCDF | 30.56 | -0.20 | -0.66% |
| Horizon Kinetics Blockchain Dev ETF | |||