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JVMIX vs JVMSX
JVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
JVMIX vs JVMSX Comparison Chart in %
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JVMIX vs. JVMSX 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 JVMIX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX (24.3B) and JVMSX (24.3B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMSX: JVMIX (0.74) vs JVMSX (0.40). JVMIX was incepted earlier than JVMSX: JVMIX (28 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JVMIX (0.86). 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 : 2.91 vs. JVMSX (2.46). JVMIX (54.86) and JVMSX (52.77) have equivalent 5 years return.
| JVMIX | JVMSX | JVMIX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 11.985 | 11.712 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 24.3B | 100% |
| Annual Yield % from dividends | 0.74 | 0.40 | 186% |
| Returns for 1 year | 2.91 | 2.46 | 118% |
| Returns for 3 years | 24.95 | 23.90 | 104% |
| Returns for 5 years | 54.86 | 52.77 | 104% |
| Returns for 10 years | 58.60 | 54.59 | 107% |
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