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JVMIX vs JVMSX
JVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSX
JHancock Disciplined Value Mid Cap I
Price$29.98
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
JHancock Disciplined Value Mid Cap R2
Price$29.73
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
JVMIX vs JVMSX Comparison Chart in %
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JVMIX vs. JVMSX commentary
Nov 14, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX (24.2B) and JVMSX (24.2B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMSX: JVMIX (0.75) vs JVMSX (0.41). 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 : -5.45 vs. JVMSX (-5.86). JVMIX (38.17) and JVMSX (36.31) 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 | 11.243 | 10.891 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 24.2B | 100% |
| Annual Yield % from dividends | 0.75 | 0.41 | 186% |
| Returns for 1 year | -5.45 | -5.86 | 93% |
| Returns for 3 years | 15.30 | 14.37 | 106% |
| Returns for 5 years | 38.17 | 36.31 | 105% |
| Returns for 10 years | 54.29 | 50.42 | 108% |
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