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JVMIX vs WVMRX
JVMIX vs WVMRX Comparison
Open Charts JVMIX vs WVMRX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
William Blair Mid Cap Value R6
Price$12.33
Change+$0.75 (+6.48%)
VolumeN/A
Net Assets1.41M
JVMIX vs WVMRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. WVMRX (1.41M). WVMRX pays higher dividends than JVMIX: WVMRX (1.22) vs JVMIX (0.72). 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 : 8.09 vs. JVMIX (4.96).
| 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 | 5.206 | 3.963 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 1.41M | 1,755,508% |
| Annual Yield % from dividends | 0.72 | 1.22 | 59% |
| Returns for 1 year | 4.96 | 8.09 | 61% |
| Returns for 3 years | 11.72 | 27.82 | 42% |
| Returns for 5 years | 23.04 | N/A | - |
| Returns for 10 years | 78.79 | N/A | - |
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