JVMIX
Price
$29.35
Change
-$0.11 (-0.37%)
Updated
Jul 28 closing price
Net Assets
23.06B
JVMSX
Price
$29.13
Change
-$0.11 (-0.38%)
Updated
Jul 28 closing price
Net Assets
23.06B
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JVMIX vs JVMSX

Header iconJVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSXBanner chart's image
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.

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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.
JVMIXJVMSXJVMIX / JVMSX
Total Expense Ratio0.871.2570%
Annual Report Gross Expense Ratio0.881.2670%
Fund Existence28 years13 years-
Gain YTD8.9058.653103%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.1B23.1B100%
Annual Yield % from dividends0.780.42186%
Returns for 1 year-0.60-1.0557%
Returns for 3 years16.3515.36106%
Returns for 5 years55.5253.38104%
Returns for 10 years47.2143.41109%
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