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JVMIX vs WVMRX
JVMIX vs WVMRX Comparison
Open Charts JVMIX vs WVMRX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
William Blair Mid Cap Value R6
Price$11.49
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets1.69M
JVMIX vs WVMRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. WVMRX (1.69M). WVMRX pays higher dividends than JVMIX: WVMRX (1.26) vs JVMIX (0.76). JVMIX was incepted earlier than WVMRX: JVMIX (28 years) vs WVMRX (3 years). WVMRX (8.72) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. WVMRX (39.00). JVMIX has a lower initial minimum investment than WVMRX: JVMIX (250000) vs WVMRX (1000000). WVMRX annual gain was more profitable for investors over the last year : 6.27 vs. JVMIX (0.76).
| JVMIX | WVMRX | JVMIX / WVMRX | |
| Total Expense Ratio | 0.87 | 0.70 | 124% |
| Annual Report Gross Expense Ratio | 0.88 | 8.72 | 10% |
| Fund Existence | 28 years | 3 years | - |
| Gain YTD | 8.980 | 2.498 | 360% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.69M | 1,393,975% |
| Annual Yield % from dividends | 0.76 | 1.26 | 61% |
| Returns for 1 year | 0.76 | 6.27 | 12% |
| Returns for 3 years | 11.90 | 21.91 | 54% |
| Returns for 5 years | 50.10 | N/A | - |
| Returns for 10 years | 45.29 | N/A | - |