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JVMIX vs TRTZX
JVMIX vs TRTZX Comparison
Open Charts JVMIX vs TRTZX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
T. Rowe Price Mid-Cap Value Z
Price$34.34
Change+$0.87 (+2.60%)
VolumeN/A
Net Assets14.74B
JVMIX vs TRTZX Comparison Chart in %
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JVMIX vs. TRTZX commentary
Feb 04, 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 TRTZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. TRTZX (14.7B). TRTZX pays higher dividends than JVMIX: TRTZX (2.02) vs JVMIX (0.72). JVMIX was incepted earlier than TRTZX: JVMIX (29 years) vs TRTZX (6 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). TRTZX annual gain was more profitable for investors over the last year : 6.52 vs. JVMIX (4.96). JVMIX return over 5 years is better than : 23.04 vs. TRTZX (20.80).
| 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 | 29 years | 6 years | - |
| Gain YTD | 5.206 | 6.547 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 14.7B | 168% |
| Annual Yield % from dividends | 0.72 | 2.02 | 36% |
| Returns for 1 year | 4.96 | 6.52 | 76% |
| Returns for 3 years | 11.72 | 14.96 | 78% |
| Returns for 5 years | 23.04 | 20.80 | 111% |
| Returns for 10 years | 78.79 | N/A | - |
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