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JVMIX vs TRTZX
JVMIX vs TRTZX Comparison
Open Charts JVMIX vs TRTZX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
T. Rowe Price Mid-Cap Value Z
Price$33.54
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets15.51B
JVMIX vs TRTZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. TRTZX (15.5B). TRTZX pays higher dividends than JVMIX: TRTZX (1.91) vs JVMIX (0.74). JVMIX was incepted earlier than TRTZX: JVMIX (28 years) vs TRTZX (5 years). JVMIX (0.86) is less costly to investors than TRTZX (0.69). TRTZX is a more actively managed with annual turnover of: 52.90 vs. JVMIX (49.00). TRTZX has a lower initial minimum investment than JVMIX: TRTZX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. TRTZX (-3.04). JVMIX return over 5 years is better than : 54.86 vs. TRTZX (33.68).
| JVMIX | TRTZX | JVMIX / TRTZX | |
| Total Expense Ratio | 0.85 | 0.05 | 1,700% |
| Annual Report Gross Expense Ratio | 0.86 | 0.69 | 125% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | 11.985 | 4.911 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 15.5B | 157% |
| Annual Yield % from dividends | 0.74 | 1.91 | 39% |
| Returns for 1 year | 2.91 | -3.04 | -96% |
| Returns for 3 years | 24.95 | 14.33 | 174% |
| Returns for 5 years | 54.86 | 33.68 | 163% |
| Returns for 10 years | 58.60 | N/A | - |
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