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JVMIX vs JVMTX
JVMIX vs JVMTX Comparison
Open Charts JVMIX vs JVMTX
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JVMIX vs JVMTX Comparison Chart in %
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JVMIX vs. JVMTX commentary
Jul 06, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX (22.6B) and JVMTX (22.6B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMTX: JVMIX (0.78) vs JVMTX (0.65). JVMIX was incepted earlier than JVMTX: JVMIX (28 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than JVMIX (0.88). JVMIX (47.00) and JVMTX (47.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than JVMIX: JVMTX (0) vs JVMIX (250000). JVMIX (3.45) and JVMTX (3.31) have marching annual gain over last year. JVMIX (62.76) and JVMTX (61.96) have equivalent 5 years return.
| JVMIX | JVMTX | JVMIX / JVMTX | |
| Total Expense Ratio | 0.87 | 1.00 | 87% |
| Annual Report Gross Expense Ratio | 0.88 | 1.11 | 79% |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 8.423 | 8.361 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 22.6B | 100% |
| Annual Yield % from dividends | 0.78 | 0.65 | 120% |
| Returns for 1 year | 3.45 | 3.31 | 104% |
| Returns for 3 years | 23.84 | 23.47 | 102% |
| Returns for 5 years | 62.76 | 61.96 | 101% |
| Returns for 10 years | 48.34 | 46.97 | 103% |
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