JVMIX
Price
$29.58
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.74B
LLPFX
Price
$24.40
Change
+$0.16 (+0.66%)
Updated
Oct 17 closing price
Net Assets
1.13B
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JVMIX vs LLPFX

Header iconJVMIX vs LLPFX Comparison
Open Charts JVMIX vs LLPFXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Longleaf Partners
Price$24.40
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets1.13B
JVMIX vs LLPFX Comparison Chart in %
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JVMIX vs. LLPFX commentary
Oct 18, 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 LLPFX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. LLPFX (1.13B). LLPFX pays higher dividends than JVMIX: LLPFX (1.02) vs JVMIX (0.74). JVMIX was incepted earlier than LLPFX: JVMIX (28 years) vs LLPFX (39 years). LLPFX (0.97) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. LLPFX (38.00). LLPFX has a lower initial minimum investment than JVMIX: LLPFX (10000) vs JVMIX (250000). LLPFX annual gain was more profitable for investors over the last year : -3.02 vs. JVMIX (-4.87). JVMIX return over 5 years is better than : 47.49 vs. LLPFX (35.11).
JVMIXLLPFXJVMIX / LLPFX
Total Expense Ratio0.850.79108%
Annual Report Gross Expense Ratio0.860.9789%
Fund Existence28 years39 years-
Gain YTD9.7590.3292,967%
Front LoadN/AN/A-
Min. Initial Investment250000100002,500%
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B1.13B2,099%
Annual Yield % from dividends0.741.0272%
Returns for 1 year-4.87-3.02161%
Returns for 3 years25.3736.2270%
Returns for 5 years47.4935.11135%
Returns for 10 years51.496.07848%
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