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JVMIX vs JVMSX
JVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSX
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
JVMIX vs JVMSX Comparison Chart in %
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JVMIX vs. JVMSX commentary
Dec 28, 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 (23.9B) and JVMSX (23.9B) 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 (29 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 (2.38) and JVMSX (2.29) have marching annual gain over last year. JVMIX return over 5 years is better than : 23.98 vs. JVMSX (22.25).
| JVMIX | JVMSX | JVMIX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 3.599 | 3.506 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 23.9B | 100% |
| Annual Yield % from dividends | 0.74 | 0.40 | 185% |
| Returns for 1 year | 2.38 | 2.29 | 104% |
| Returns for 3 years | 16.35 | 15.22 | 107% |
| Returns for 5 years | 23.98 | 22.25 | 108% |
| Returns for 10 years | 50.19 | 46.26 | 109% |
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