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JVMIX vs JVMTX
JVMIX vs JVMTX Comparison
Open Charts JVMIX vs JVMTX
JHancock Disciplined Value Mid Cap I
Price$29.25
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets25.02B
JHancock Disciplined Value Mid Cap R4
Price$29.20
Change+$0.35 (+1.21%)
VolumeN/A
Net Assets24.73B
JVMIX vs JVMTX Comparison Chart in %
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JVMIX vs. JVMTX commentary
Feb 05, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX (25B) and JVMTX (24.7B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMTX: JVMIX (0.72) vs JVMTX (0.60). JVMIX was incepted earlier than JVMTX: JVMIX (29 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than JVMIX (0.86). JVMIX (49.00) and JVMTX (49.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than JVMIX: JVMTX (0) vs JVMIX (250000). JVMIX (6.15) and JVMTX (5.99) have marching annual gain over last year. JVMIX (23.81) and JVMTX (23.11) have equivalent 5 years return.
| JVMIX | JVMTX | JVMIX / JVMTX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.86 | 1.10 | 78% |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | 6.480 | 6.453 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 24.7B | 101% |
| Annual Yield % from dividends | 0.72 | 0.60 | 121% |
| Returns for 1 year | 6.15 | 5.99 | 103% |
| Returns for 3 years | 13.07 | 12.57 | 104% |
| Returns for 5 years | 23.81 | 23.11 | 103% |
| Returns for 10 years | 80.95 | 78.94 | 103% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RYSE | 23.63 | N/A | N/A |
| Cboe Vest 10 Yr Intst Rt Hdg ETF | |||
| FTCB | 21.14 | -0.04 | -0.19% |
| First Trust Core Investment Grade ETF | |||
| BFRZ | 26.86 | -0.05 | -0.19% |
| Innovator Equity Managed 100 Buffer ETF | |||
| EFR | 11.08 | -0.03 | -0.27% |
| Eaton Vance Senior Floating-Rate Fund | |||
| KARS | 31.12 | -0.22 | -0.70% |
| KraneShares Eltc Vhl and Ft Mbly ETF | |||