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JVMAX vs JVSAX
JVMAX vs JVSAX Comparison
Open Charts JVMAX vs JVSAX
JHancock Disciplined Value Mid Cap A
Price$28.49
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets24.32B
Janus Henderson Small-Mid Cap Value A
Price$16.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets84.47M
JVMAX vs JVSAX Comparison Chart in %
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JVMAX vs. JVSAX commentary
Sep 09, 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 JVSAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. JVSAX (84.5M). JVMAX pays higher dividends than JVSAX: JVMAX (0.55) vs JVSAX (0.26). JVMAX was incepted earlier than JVSAX: JVMAX (28 years) vs JVSAX (14 years). JVSAX (1.37) is less costly to investors than JVMAX (1.11). JVSAX is a more actively managed with annual turnover of: 63.00 vs. JVMAX (49.00). JVSAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX has a lower initial minimum investment than JVSAX: JVMAX (1000) vs JVSAX (2500). JVMAX annual gain was more profitable for investors over the last year : 2.01 vs. JVSAX (-1.31). JVSAX return over 5 years is better than : 58.94 vs. JVMAX (51.61).
| JVMAX | JVSAX | JVMAX / JVSAX | |
| Total Expense Ratio | 1.10 | 1.07 | 103% |
| Annual Report Gross Expense Ratio | 1.11 | 1.37 | 81% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 11.802 | 4.805 | 246% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 84.5M | 28,757% |
| Annual Yield % from dividends | 0.55 | 0.26 | 209% |
| Returns for 1 year | 2.01 | -1.31 | -153% |
| Returns for 3 years | 23.09 | 36.35 | 64% |
| Returns for 5 years | 51.61 | 58.94 | 88% |
| Returns for 10 years | 52.52 | 42.44 | 124% |
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