Interact to see
Advertisement
Advertisement
JVMIX vs WVMRX
JVMIX vs WVMRX Comparison
Open Charts JVMIX vs WVMRX
JHancock Disciplined Value Mid Cap I
Price$30.64
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.58B
William Blair Mid Cap Value R6
Price$12.18
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets1.37M
JVMIX vs WVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.6B vs. WVMRX (1.37M). WVMRX pays higher dividends than JVMIX: WVMRX (1.19) vs JVMIX (0.74). JVMIX was incepted earlier than WVMRX: JVMIX (29 years) vs WVMRX (4 years). WVMRX (8.72) is less costly to investors than JVMIX (0.86). 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 : 5.05 vs. JVMIX (-1.78).
| JVMIX | WVMRX | JVMIX / WVMRX | |
| Total Expense Ratio | 0.85 | 0.70 | 121% |
| Annual Report Gross Expense Ratio | 0.86 | 8.72 | 10% |
| Fund Existence | 29 years | 4 years | - |
| Gain YTD | 14.471 | 9.367 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6B | 1.37M | 1,795,620% |
| Annual Yield % from dividends | 0.74 | 1.19 | 62% |
| Returns for 1 year | -1.78 | 5.05 | -35% |
| Returns for 3 years | 19.69 | 34.05 | 58% |
| Returns for 5 years | 36.05 | N/A | - |
| Returns for 10 years | 60.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement