Interact to see
Advertisement
Advertisement
JVMIX vs JVMRX
JVMIX vs JVMRX Comparison
Open Charts JVMIX vs JVMRX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.46B
JVMIX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. JVMRX commentary
Jun 16, 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 JVMIX is a StrongBuy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX (21.5B) and JVMRX (21.5B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMIX: JVMRX (0.91) vs JVMIX (0.80). JVMIX was incepted earlier than JVMRX: JVMIX (28 years) vs JVMRX (14 years). JVMIX (0.88) is less costly to investors than JVMRX (0.76). JVMIX (47.00) and JVMRX (47.00) have comparable annual turnover. JVMIX has a lower initial minimum investment than JVMRX: JVMIX (250000) vs JVMRX (1000000). JVMRX (-2.76) and JVMIX (-2.87) have marching annual gain over last year. JVMRX (52.66) and JVMIX (52.19) have equivalent 5 years return.
| JVMIX | JVMRX | JVMIX / JVMRX | |
| Total Expense Ratio | 0.87 | 0.75 | 116% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 2.486 | 2.524 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 21.5B | 100% |
| Annual Yield % from dividends | 0.80 | 0.91 | 88% |
| Returns for 1 year | -2.87 | -2.76 | 104% |
| Returns for 3 years | 16.82 | 17.06 | 99% |
| Returns for 5 years | 52.19 | 52.66 | 99% |
| Returns for 10 years | 36.89 | 37.73 | 98% |
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 % |
| UYLD | 51.12 | -0.02 | -0.04% |
| Angel Oak UltraShort Income ETF | |||
| SRLN | 41.18 | -0.04 | -0.10% |
| SPDR® Blackstone Senior Loan ETF | |||
| IFV | 22.27 | -0.29 | -1.29% |
| First Trust Dorsey Wright Intl Foc 5 | |||
| XSHQ | 39.77 | -0.88 | -2.16% |
| Invesco S&P SmallCap Quality ETF | |||
| XPP | 24.37 | -0.94 | -3.70% |
| ProShares Ultra FTSE China 50 | |||