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JVMIX vs JVMSX
JVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSX
JHancock Disciplined Value Mid Cap I
Price$29.35
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets23.06B
JHancock Disciplined Value Mid Cap R2
Price$29.13
Change-$0.11 (-0.38%)
VolumeN/A
Net Assets23.06B
JVMIX vs JVMSX Comparison Chart in %
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JVMIX vs. JVMSX commentary
Jul 30, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX (23.1B) and JVMSX (23.1B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMSX: JVMIX (0.78) vs JVMSX (0.42). JVMIX was incepted earlier than JVMSX: JVMIX (28 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JVMIX (0.88). JVMIX (49.00) and JVMSX (49.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMIX: JVMSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -0.60 vs. JVMSX (-1.05). JVMIX (55.52) and JVMSX (53.38) have equivalent 5 years return.
| JVMIX | JVMSX | JVMIX / JVMSX | |
| Total Expense Ratio | 0.87 | 1.25 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.26 | 70% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 8.905 | 8.653 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 23.1B | 100% |
| Annual Yield % from dividends | 0.78 | 0.42 | 186% |
| Returns for 1 year | -0.60 | -1.05 | 57% |
| Returns for 3 years | 16.35 | 15.36 | 106% |
| Returns for 5 years | 55.52 | 53.38 | 104% |
| Returns for 10 years | 47.21 | 43.41 | 109% |
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